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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1251
NWF Advisory Services
California
$240K +$20.1K +65 +10%
QC
1252
Quent Capital
New York
$240K +$31K +100 +16%
DWM
1253
Destination Wealth Management
California
$239K -$22.6K -73 -9%
AF
1254
Advisornet Financial
Minnesota
$238K +$4.02K +13 +2%
USB
1255
Union Savings Bank
Connecticut
$237K
PWW
1256
Pettyjohn Wood & White
Virginia
$237K -$1.55K -5 -0.7%
SFC
1257
Swisher Financial Concepts
Ohio
$236K
KCM
1258
Kanawha Capital Management
Virginia
$236K
CCT
1259
Capital City Trust
Florida
$236K -$15.5K -50 -6%
PTP
1260
Platform Technology Partners
New York
$235K +$310 +1 +0.1%
RPSA
1261
Richard P. Slaughter Associates
Texas
$234K -$81.7K -264 -27%
MA
1262
MCF Advisors
Kentucky
$234K
BTI
1263
Blue Trust Inc
Georgia
$232K +$5.57K +18 +3%
MSWM
1264
McGlone Suttner Wealth Management
Wisconsin
$230K -$13.9K -45 -6%
AF
1265
AGP Franklin
Tennessee
$229K
KFA
1266
Kelleher Financial Advisors
New York
$229K
UPS
1267
UHLMANN PRICE SECURITIES
Illinois
$229K
OWP
1268
Obermeyer Wealth Partners
Colorado
$229K +$217K +700 New
DMBA
1269
Deseret Mutual Benefit Administrators
Utah
$228K
WDG
1270
Wealth Dimensions Group
Ohio
$227K +$619 +2 +0.3%
KP
1271
Keel Point
Alabama
$227K +$215K +693 New
IIA
1272
ICW Investment Advisors
Arizona
$225K +$213K +688 New
BDF
1273
Black Diamond Financial
Maryland
$225K +$2.79K +9 +1%
FHA
1274
Flagship Harbor Advisors
Massachusetts
$225K -$2.17K -7 -1%
CCM
1275
Cohen Capital Management
California
$221K