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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1751
Omnia Family Wealth
Florida
$359K -$8.71K -82 -2%
CS
1752
Cannell & Spears
New York
$356K – – –
PA
1753
Probity Advisors
Texas
$355K +$28.8K +271 +8%
MIM
1754
Miller Investment Management
Pennsylvania
$354K – – –
KA
1755
Klingman & Associates
New York
$352K +$213 +2 +0.1%
HS
1756
Huntington Steele
Pennsylvania
$351K – – –
MFW
1757
Mosaic Family Wealth
Missouri
$350K -$33.8K -318 -8%
PV
1758
Private Vista
Illinois
$350K +$124K +1,171 +51%
GLI
1759
Guardian Life Insurance
New York
$349K -$162K -1,522 -30%
AOWM
1760
Alpha Omega Wealth Management
Virginia
$349K – – –
BCM
1761
BTC Capital Management
Iowa
$348K – – –
QCMC
1762
Quantum Capital Management (California)
California
$347K +$20.3K +191 +6%
AA
1763
Apriem Advisors
California
$346K -$33.2K -312 -8%
CWM
1764
Connecticut Wealth Management
Connecticut
$346K -$3.4K -32 -0.9%
FNB
1765
Farmers National Bank
Kentucky
$344K +$6.27K +59 +2%
SFG
1766
StrategIQ Financial Group
Indiana
$344K +$43.8K +412 +14%
WG
1767
Welch Group
Alabama
$340K +$88K +828 +32%
FLI
1768
Family Legacy Inc
South Carolina
$339K -$1.81K -17 -0.5%
RC
1769
Randolph Company
Ohio
$339K +$10.6K +100 +3%
CNB
1770
Camden National Bank
Maine
$338K -$1.59K -15 -0.4%
BHB
1771
Bank Hapoalim BM
Israel
$337K +$357K +3,355 New
WAP
1772
Wealthcare Advisory Partners
Pennsylvania
$335K +$160K +1,506 +82%
CFA
1773
Cahill Financial Advisors
Minnesota
$332K -$231K -2,175 -40%
CWM
1774
Confluence Wealth Management
Oregon
$331K -$606K -5,701 -63%
RGIA
1775
Rainier Group Investment Advisory
Washington
$331K -$22.3K -210 -6%