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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Chicago Trust
Illinois
$365K – – –
DIM
652
DC Investments Management
Virginia
$364K -$117K -832 -25%
HSA
653
HBK Sorce Advisory
Pennsylvania
$363K -$126K -896 -27%
EWM
654
Evercore Wealth Management
New York
$362K – – –
GIA
655
Granite Investment Advisors
New Hampshire
$359K -$14.1K -100 -4%
ZCA
656
Zeke Capital Advisors
Pennsylvania
$359K +$346K +2,459 New
MAM
657
Meeder Asset Management
Ohio
$358K -$102K -724 -23%
BRWA
658
B. Riley Wealth Advisors
Florida
$357K +$101K +716 +42%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$356K +$261K +1,855 +312%
PWAG
660
Polaris Wealth Advisory Group
California
$356K +$343K +2,439 New
SCA
661
STALEY CAPITAL ADVISERS
Pennsylvania
$355K – – –
BRWM
662
B. Riley Wealth Management
Tennessee
$355K +$343K +2,433 New
FPCG
663
Fort Pitt Capital Group
Pennsylvania
$352K +$3.38K +24 +1%
WWMSC
664
Wagner Wealth Management (South Carolina)
South Carolina
$352K +$107K +763 +46%
DWM
665
Dorchester Wealth Management
Quebec, Canada
$351K – – –
EGA
666
E&G Advisors
Texas
$351K – – –
GIA
667
Gargoyle Investment Advisor
New Jersey
$349K +$336K +2,386 New
WS
668
Wedbush Securities
California
$345K +$14.2K +101 +4%
OAM
669
Occidental Asset Management
California
$344K +$18.3K +130 +6%
RA
670
RFG Advisory
Alabama
$344K +$47.9K +340 +17%
ABA
671
American Beacon Advisors
Texas
$343K +$131K +933 +66%
IAA
672
Independent Advisor Alliance
North Carolina
$336K -$75.5K -536 -18%
NQWM
673
Northwest Quadrant Wealth Management
Oregon
$335K +$2.96K +21 +0.9%
SFS
674
Sowell Financial Services
Arkansas
$334K +$986 +7 +0.3%
CAM
675
Cozad Asset Management
Illinois
$332K -$4.93K -35 -2%