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Name Holding Trade Value Shares
Change
Change in
Stake
FC
626
Fusion Capital
South Carolina
$276K +$259K +1,740 New
JF
627
Jump Financial
Illinois
$276K +$260K +1,741 New
DWM
628
Doyle Wealth Management
Florida
$275K +$17.4K +117 +7%
PTC
629
Private Trust Company
Ohio
$274K -$17.7K -119 -6%
BIAS
630
Beacon Investment Advisory Services
New Jersey
$274K +$20.1K +135 +8%
CAM
631
Cozad Asset Management
Illinois
$272K -$10.3K -69 -4%
CPIG
632
Chicago Partners Investment Group
Illinois
$271K +$1.49K +10 +0.6%
YWP
633
YorkBridge Wealth Partners
New York
$271K +$4.47K +30 +2%
NFG
634
Next Financial Group
Texas
$271K +$40.3K +270 +19%
WB
635
Webster Bank
Connecticut
$270K
EH
636
Equitable Holdings
New York
$269K +$29.5K +198 +13%
CSPIA
637
Cary Street Partners Investment Advisory
Virginia
$267K -$3.25M -21,805 -93%
NIM
638
Northeast Investment Management
Massachusetts
$266K -$46.4K -311 -16%
IWM
639
IHT Wealth Management
Illinois
$265K -$30.6K -205 -11%
PCA
640
Personal Capital Advisors
California
$263K -$43K -288 -15%
NDSI
641
Newman Dignan & Sheerar Inc
Rhode Island
$262K
NHC
642
Nicholas Hoffman & Company
Georgia
$262K +$4.77K +32 +2%
CGL
643
Clarius Group LLC
Washington
$262K +$246K +1,647 New
ACA
644
Aptus Capital Advisors
Alabama
$261K
CL
645
Choreo LLC
Illinois
$261K
RMC
646
Resources Management Corp
Connecticut
$260K -$363K -2,434 -60%
WKWM
647
Walter & Keenan Wealth Management
Indiana
$259K -$134K -900 -36%
HB
648
Homrich & Berg
Georgia
$259K +$20.1K +135 +9%
ECM
649
Evergreen Capital Management
Washington
$259K +$244K +1,633 New
HCM
650
Howland Capital Management
Massachusetts
$257K -$3.13K -21 -1%