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Name Holding Trade Value Shares
Change
Change in
Stake
RP
701
Rice Partnership
Hawaii
$367K
CNBT
702
Canandaigua National Bank & Trust
New York
$366K -$17.7K -426 -5%
PFP
703
Paragon Financial Partners
California
$365K
SWM
704
Solano Wealth Management
California
$365K
RTC
705
Riverview Trust Company
Washington
$363K
SFS
706
Stiles Financial Services
Minnesota
$360K -$16.6K -400 -5%
CS
707
Comerica Securities
Michigan
$359K +$9.37K +226 +3%
CGL
708
Clarius Group LLC
Washington
$358K +$7.13K +172 +2%
MGIA
709
Moneta Group Investment Advisors
Missouri
$350K +$24K +580 +8%
JCM
710
J2 Capital Management
Michigan
$347K +$5.31K +128 +2%
RG
711
Rathbones Group
United Kingdom
$347K
PCFFS
712
Pacific Center for Financial Services
California
$346K
1IA
713
1834 Investment Advisors
Wisconsin
$346K +$85.1K +2,052 +37%
CFGS
714
Concourse Financial Group Securities
Alabama
$345K -$34.8K -840 -10%
WA
715
Wealth Alliance
New York
$343K -$5.72K -138 -2%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$343K -$20.2K -488 -6%
CGA
717
Crescent Grove Advisors
Illinois
$343K
SIA
718
Schechter Investment Advisors
Michigan
$341K +$51.1K +1,232 +20%
NIM
719
Northeast Investment Management
Massachusetts
$339K
GA
720
Geller Advisors
New York
$334K +$303K +7,316 New
DGAM
721
Desjardins Global Asset Management
Quebec, Canada
$333K +$11.2K +270 +4%
Lido Advisors
722
Lido Advisors
California
$333K +$44.4K +1,072 +17%
RFN
723
RDA Financial Network
Iowa
$331K +$301K +7,260 New
AWM
724
Axxcess Wealth Management
California
$330K -$49.3K -1,188 -14%
CCA
725
Checchi Capital Advisers
California
$329K +$3.23K +78 +1%