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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$341K
JPWM
702
Jamison Private Wealth Management
Georgia
$341K +$395K +2,600 New
SCM
703
Schnieders Capital Management
California
$340K
PTC
704
Private Trust Company
Ohio
$339K +$15.2K +100 +4%
CF
705
Centaurus Financial
California
$338K -$27.5K -181 -7%
GWM
706
Geneos Wealth Management
Colorado
$338K +$16.3K +107 +4%
SC
707
Schulhoff & Co
Ohio
$337K -$15.2K -100 -4%
EM
708
Excalibur Management
Massachusetts
$335K
EWM
709
Empirical Wealth Management
Washington
$334K +$24.2K +159 +7%
OCBCO
710
Oversea-Chinese Banking Corp (OCBC)
Singapore
$334K +$387K +2,548 New
IWN
711
Independent Wealth Network
Iowa
$333K +$1.52K +10 +0.4%
SC
712
Savant Capital
Illinois
$328K +$8.66K +57 +2%
CIA
713
Capital Investment Advisors
Georgia
$326K +$8.81K +58 +2%
OIA
714
OneDigital Investment Advisors
Kansas
$325K +$61.9K +407 +20%
SC
715
Searle & Co
Connecticut
$321K
CC
716
Courier Capital
New York
$320K
SFI
717
SPC Financial Inc
Maryland
$316K +$15.2K +100 +4%
MYIA
718
Mount Yale Investment Advisors
Colorado
$316K
MWM
719
Mattern Wealth Management
Kansas
$315K -$18.4K -121 -5%
PBC
720
Pavion Blue Capital
California
$315K
HH
721
Hilltop Holdings
Texas
$314K +$1.22K +8 +0.3%
BSB
722
Bangor Savings Bank
Maine
$313K
BFA
723
Bragg Financial Advisors
North Carolina
$311K -$33.9K -223 -9%
RWM
724
Revisor Wealth Management
Ohio
$311K +$91.3K +601 +34%
6F
725
626 Financial
Michigan
$311K