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Name Holding Trade Value Shares
Change
Change in
Stake
PH
776
Pinnacle Holdings
Oklahoma
$436K +$65.6K +292 +18%
ACA
777
Atlas Capital Advisors
Wyoming
$436K +$21.6K +96 +5%
CA
778
Calton & Associates
Florida
$435K +$19.5K +87 +5%
CG
779
Caprock Group
Idaho
$434K -$13.7K -61 -3%
FCFC
780
First Citizens Financial Corp
Iowa
$431K
WDA
781
Wendell David Associates
New Hampshire
$431K +$55.9K +249 +15%
UR
782
USCA RIA
Texas
$427K -$5.28M -23,528 -93%
AssetMark Inc
783
AssetMark Inc
California
$427K +$1.57K +7 +0.4%
VI
784
Versor Investments
New York
$426K +$35.7K +159 +9%
TSW
785
Thompson Siegel & Walmsley
Virginia
$425K
BP
786
Ballentine Partners
Massachusetts
$420K -$21.6K -96 -5%
FHB
787
First Hawaiian Bank
Hawaii
$418K -$225 -1 -0.1%
CFN
788
Cordasco Financial Network
Florida
$418K
CP
789
Covenant Partners
Tennessee
$418K
VFA
790
Voya Financial Advisors
Connecticut
$418K +$18.2K +81 +5%
CAN
791
Claraphi Advisory Network
United States
$417K +$18.4K +82 +5%
WT
792
Washington Trust
Rhode Island
$410K
DWM
793
Dorchester Wealth Management
Quebec, Canada
$409K
SSG
794
Summit Securities Group
New York
$409K +$89.8K +400 +29%
HTC
795
Haverford Trust Company
Pennsylvania
$404K
CSPIA
796
Cary Street Partners Investment Advisory
Virginia
$404K +$399K +1,779 New
IAP
797
Indie Asset Partners
Indiana
$402K +$8.76K +39 +2%
PAS
798
Park Avenue Securities
New York
$400K -$37.3K -166 -9%
CP
799
Camelot Portfolios
Ohio
$400K +$73K +325 +23%
ESB
800
Essex Savings Bank
Connecticut
$399K