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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1276
Parthenon LLC
Kentucky
$270K
CL
1277
CSS LLC
Illinois
$269K -$26.7K -800 -9%
PCM
1278
Princeton Capital Management
New Jersey
$267K -$151K -4,510 -37%
IWA
1279
Inspirion Wealth Advisors
Illinois
$266K +$257K +7,706 New
DTL
1280
Dynamic Technology Lab
Singapore
$265K -$280K -8,398 -52%
SSWM
1281
Smith Salley Wealth Management
North Carolina
$265K
GRP
1282
Global Retirement Partners
California
$265K +$256K +7,680 New
SQA
1283
Simon Quick Advisors
New Jersey
$265K +$257K +7,686 New
CIP
1284
Convergence Investment Partners
Florida
$264K -$1.22M -36,670 -83%
CFP
1285
Cornerstone Financial Partners
North Carolina
$262K -$13K -388 -5%
PRS
1286
Pinkerton Retirement Specialists
Idaho
$262K -$534 -16 -0.2%
BMC
1287
Benin Management Corp
Connecticut
$259K
PMG
1288
ProVise Management Group
Florida
$259K +$267 +8 +0.1%
FM
1289
Foster & Motley
Ohio
$259K +$250K +7,490 New
LNB
1290
Ledyard National Bank
$258K -$53.4K -1,600 -18%
SWM
1291
SVA Wealth Management
Wisconsin
$258K -$17.6K -528 -7%
GAM
1292
Gemmer Asset Management
California
$258K -$8.62K -258 -3%
AW
1293
ACG Wealth
Georgia
$255K
BB
1294
Bell Bank
North Dakota
$254K -$1.27K -38 -0.5%
BAM
1295
Barrett Asset Management
New York
$254K
SPIA
1296
Steward Partners Investment Advisory
New York
$252K +$244K +7,308 New
PWMAG
1297
Pinnacle Wealth Management Advisory Group
New Jersey
$249K
PHAM
1298
Palisades Hudson Asset Management
Florida
$246K
RWA
1299
River Wealth Advisors
Pennsylvania
$245K -$4.61K -138 -2%
SGA
1300
Strategic Global Advisors
California
$245K