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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Congress Wealth Management
Massachusetts
$379K +$51.3K +346 +17%
JPWM
702
Jamison Private Wealth Management
Georgia
$376K -$23.6K -159 -6%
FA
703
Faithward Advisors
Pennsylvania
$375K -$1.04K -7 -0.3%
M
704
MOTCO
Texas
$375K +$6.37K +43 +2%
MIS
705
Morningstar Investment Services
Illinois
$375K -$60K -405 -15%
AC
706
Armistice Capital
New York
$374K -$332K -2,243 -49%
6F
707
626 Financial
Michigan
$370K – – –
SCM
708
Sterling Capital Management
North Carolina
$369K +$335K +2,264 New
DAM
709
Diamant Asset Management
Connecticut
$367K +$37K +250 +13%
SC
710
Searle & Co
Connecticut
$366K – – –
SCM
711
Schnieders Capital Management
California
$366K -$29.6K -200 -8%
KAS
712
KPP Advisory Services
Kentucky
$364K -$12.7K -86 -4%
RPGK
713
Retirement Planning Group (Kansas)
Kansas
$363K – – –
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$363K -$126K -850 -28%
TC
715
TownSquare Capital
Utah
$363K +$330K +2,226 New
RMCM
716
Reynders McVeigh Capital Management
Massachusetts
$362K -$8.15K -55 -2%
WG
717
Welch Group
Alabama
$362K – – –
HI
718
Humankind Investments
New York
$362K -$6.96K -47 -2%
CMBA
719
C.M. Bidwell & Associates
Hawaii
$361K +$7.41K +50 +2%
PBK
720
Peoples Bank (Kansas)
Kansas
$359K – – –
RWM
721
Revisor Wealth Management
Ohio
$359K -$16.4K -111 -5%
IF
722
Insight Folios
North Carolina
$358K +$9.34K +63 +3%
KCIC
723
Kuhn & Co Investment Counsel
Illinois
$357K – – –
SMH
724
Sanders Morris Harris
Texas
$356K – – –
UAML
725
US Asset Management LLC
Pennsylvania
$353K – – –