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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
801
Asset Dedication LLC
California
$399K -$49.7K -212 -11%
KPW
802
Kore Private Wealth
New York
$398K -$2.34K -10 -0.6%
LIM
803
Longfellow Investment Management
Massachusetts
$396K – – –
FCI
804
Financial Counselors Inc
Kansas
$396K +$117K +500 +40%
LWP
805
Legacy Wealth Planning
Nevada
$388K – – –
USCWA
806
U.S. Capital Wealth Advisors
Texas
$388K +$405K +1,726 New
CP
807
Camelot Portfolios
Ohio
$387K -$226K -965 -36%
BOH
808
Bank of Hawaii
Hawaii
$387K -$74.3K -317 -16%
FMB
809
Field & Main Bank
Kentucky
$387K +$9.37K +40 +2%
AC
810
Allstate Corporation
Illinois
$386K -$97.3K -415 -19%
TSW
811
Thompson Siegel & Walmsley
Virginia
$386K – – –
JIC
812
Joel Isaacson & Co
New York
$384K – – –
FPS
813
Fieldpoint Private Securities
Connecticut
$383K +$67.7K +289 +20%
PIM
814
Penobscot Investment Management
Massachusetts
$379K -$31.6K -135 -7%
FTDI
815
First Trust Direct Indexing
Massachusetts
$374K -$55.8K -238 -13%
TC
816
TownSquare Capital
Utah
$374K -$1.17K -5 -0.3%
DWM
817
Doyle Wealth Management
Florida
$374K – – –
ATC
818
Argent Trust Co
Tennessee
$374K +$83K +354 +27%
EWM
819
Evermay Wealth Management
Virginia
$373K – – –
PTC
820
Private Trust Company
Ohio
$371K +$173K +740 +81%
FI
821
Fosun International
China
$369K -$445K -1,900 -54%
RFA
822
Reilly Financial Advisors
California
$361K – – –
NHC
823
Nicholas Hoffman & Company
Georgia
$361K +$703 +3 +0.2%
CCM
824
Crossvault Capital Management
Texas
$359K – – –
HGWM
825
Horst & Graben Wealth Management
Oregon
$359K – – –