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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$352K +$528 +3 +0.2%
KPW
752
Kore Private Wealth
New York
$349K
CFN
753
Cordasco Financial Network
Florida
$347K
CAC
754
Certified Advisory Corp
Florida
$343K +$352 +2 +0.1%
FRM
755
Fox Run Management
Connecticut
$341K +$55.6K +316 +20%
MYIA
756
Mount Yale Investment Advisors
Colorado
$340K -$8.27K -47 -2%
FCFC
757
First Citizens Financial Corp
Iowa
$340K +$334K +1,900 New
AssetMark Inc
758
AssetMark Inc
California
$339K +$41.2K +234 +14%
SBL
759
Sargent Bickham Lagudis
Colorado
$338K +$9.86K +56 +3%
HTC
760
Haverford Trust Company
Pennsylvania
$334K -$146K -830 -31%
KTC
761
Kistler-Tiffany Companies
Pennsylvania
$330K +$176 +1 +0.1%
Rockefeller Capital Management
762
Rockefeller Capital Management
New York
$330K +$7.74K +44 +2%
IAP
763
Indie Asset Partners
Indiana
$328K +$322K +1,831 New
MA
764
MANA Advisors
New York
$326K +$321K +1,822 New
PWP
765
Principle Wealth Partners
Connecticut
$325K -$22.9K -130 -7%
SS
766
Simplicity Solutions
Minnesota
$325K +$76.4K +434 +31%
CWM
767
Circle Wealth Management
New Jersey
$324K -$6.16K -35 -2%
FI
768
FormulaFolio Investments
Michigan
$323K -$24.8K -141 -7%
RCA
769
Ranch Capital Advisors
Florida
$323K -$4.22K -24 -1%
DWM
770
Dorchester Wealth Management
Quebec, Canada
$322K -$106K -600 -25%
HCMNY
771
Howard Capital Management (New York)
New York
$321K
FWM
772
Frontier Wealth Management
Missouri
$321K +$880 +5 +0.3%
APA
773
American Portfolios Advisors
New York
$321K -$56.9K -323 -15%
BG
774
Bahl & Gaynor
Ohio
$319K -$38.5K -219 -11%
WA
775
Wheatland Advisors
Pennsylvania
$319K -$22K -125 -7%