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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Cole Advisors
Florida
$319K -$28.1K -172 -8%
CSP
802
Cary Street Partners
Virginia
$318K +$320K +1,958 New
CPRC
803
Consolidated Portfolio Review Corp
New York
$318K +$320K +1,956 New
PBC
804
Pavion Blue Capital
California
$317K
GIP
805
Greatmark Investment Partners
Georgia
$316K +$318K +1,945 New
ZIC
806
ZWJ Investment Counsel
Georgia
$312K +$19.3K +118 +7%
HBWM
807
Hollow Brook Wealth Management
New York
$311K
FMC
808
First Merchants Corp
Indiana
$310K
PWM
809
Perigon Wealth Management
California
$309K +$9.32K +57 +3%
CL
810
COWA LLC
Oklahoma
$309K
HPC
811
HM Payson & Co
Maine
$308K -$18K -110 -5%
AFC
812
AFT Forsyth & Company
Florida
$305K -$16.4K -100 -5%
PMFA
813
Plante Moran Financial Advisors
Michigan
$304K
PPP
814
Private Portfolio Partners
New Jersey
$303K +$654 +4 +0.2%
CA
815
Cambridge Advisors
Nebraska
$302K
RZH
816
Relyea Zuckerberg Hanson
Connecticut
$301K +$1.15K +7 +0.4%
OPTFSNA
817
Old Point Trust & Financial Services N A
Virginia
$300K
MA
818
MONECO Advisors
Connecticut
$300K +$41.1K +251 +16%
SC
819
Sapient Capital
Indiana
$300K +$3.27K +20 +1%
SW
820
SVB Wealth
Massachusetts
$299K +$301K +1,840 New
CT
821
Coastline Trust
Rhode Island
$298K
MSA
822
MUFG Securities Americas
New York
$297K +$299K +1,828 New
CIA
823
Choate Investment Advisors
Massachusetts
$296K +$9.16K +56 +3%
LSAG
824
Lake Street Advisors Group
New Hampshire
$296K +$9K +55 +3%
BIA
825
Bigelow Investment Advisors
Maine
$295K