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Name Holding Trade Value Shares
Change
Change in
Stake
EH
901
Equitable Holdings
New York
$459K -$122K -475 -23%
BA
902
Ballast Advisors
Minnesota
$459K -$95.9K -372 -19%
WA
903
Wealth Alliance
New York
$458K +$1.8K +7 +0.5%
KAS
904
KPP Advisory Services
Kentucky
$457K -$2.06K -8 -0.5%
TLFA
905
True Link Financial Advisors
California
$453K +$397K +1,539 New
FMP
906
Financial Management Professionals
Texas
$453K -$23.2K -90 -6%
WAM
907
Wallington Asset Management
Indiana
$450K +$32.5K +126 +9%
DP
908
Dearborn Partners
Illinois
$449K
FFN
909
Focus Financial Network
Minnesota
$445K -$973K -3,776 -71%
CBB
910
Citizens Business Bank
California
$444K +$515 +2 +0.1%
GL
911
Graypoint LLC
New York
$444K +$64.7K +251 +20%
PB
912
Pinnacle Bancorp
Nebraska
$443K
EM
913
Excalibur Management
Massachusetts
$442K +$515 +2 +0.1%
NF
914
Norwood Financial
Pennsylvania
$442K +$18.3K +71 +5%
KIA
915
Knollwood Investment Advisory
Maryland
$442K
SW
916
SkyOak Wealth
Michigan
$442K
SLA
917
Silver Lake Advisory
Utah
$441K +$386K +1,496 New
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$441K +$144K +558 +59%
MWM
919
Modera Wealth Management
New Jersey
$439K -$18.6K -72 -5%
BCP
920
Blue Chip Partners
Michigan
$438K +$79.1K +307 +26%
BMCM
921
Burns Matteson Capital Management
New York
$436K +$382K +1,481 New
WT
922
Washington Trust
Rhode Island
$433K
CI
923
Cigna Investments
Connecticut
$432K -$7.73K -30 -2%
ZIM
924
Zacks Investment Management
Illinois
$428K +$39.4K +153 +12%
WS
925
Wela Strategies
Georgia
$428K -$43.6K -169 -10%