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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
701
Centennial Wealth Advisory
Michigan
$254K
SMH
702
Sanders Morris Harris
Texas
$254K
TU
703
TDAM USA
Ontario, Canada
$253K
HIA
704
Harbor Investment Advisory
Maryland
$253K +$8.74K +47 +4%
LWP
705
Legacy Wealth Planning
Nevada
$252K
HIC
706
Harvey Investment Company
Kentucky
$250K
PAS
707
Professional Advisory Services
Florida
$249K -$20M -107,440 -99%
PL
708
Parthenon LLC
Kentucky
$249K
SRC
709
Shufro Rose & Co
New York
$249K
GL
710
Graypoint LLC
New York
$249K +$372 +2 +0.2%
BWA
711
Burt Wealth Advisors
Maryland
$248K
FAIM
712
Financial Advocates Investment Management
Washington
$246K -$212K -1,138 -47%
WANY
713
Wealthspire Advisors (New York)
New York
$245K -$190K -1,023 -44%
BIAS
714
Beacon Investment Advisory Services
New Jersey
$245K -$83.3K -448 -26%
FNC
715
First National Corp
Massachusetts
$244K -$23.8K -128 -7%
VCA
716
Verdence Capital Advisors
Maryland
$244K
MRCM
717
M&R Capital Management
New Jersey
$243K
LIA
718
LS Investment Advisors
Michigan
$241K
ACM
719
Advisors Capital Management
New Jersey
$241K +$234K +1,257 New
TCM
720
Tradewinds Capital Management
Washington
$240K
PFBT
721
Parkside Financial Bank & Trust
Missouri
$238K -$4.46K -24 -2%
COF
722
Capital One Financial
Virginia
$237K
HTHT
723
Hemenway Trust Hemenway Trust
New Hampshire
$237K
EM
724
Excalibur Management
Massachusetts
$236K +$229K +1,229 New
FHA
725
Flagship Harbor Advisors
Massachusetts
$235K -$372 -2 -0.2%