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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
651
Eagle Global Advisors
Texas
$333K
IF
652
Insight Folios
North Carolina
$330K -$8.95K -50 -3%
KWM
653
Keebeck Wealth Management
Illinois
$329K -$73.4K -410 -18%
PP
654
Prudential plc
United Kingdom
$329K
EM
655
Excalibur Management
Massachusetts
$322K -$4.48K -25 -1%
PTC
656
Private Trust Company
Ohio
$321K -$41.4K -231 -12%
CGL
657
Clarius Group LLC
Washington
$318K -$12.9K -72 -4%
IA
658
IFG Advisory
Georgia
$318K +$315K +1,760 New
PIM
659
Penobscot Investment Management
Massachusetts
$317K -$8.95K -50 -3%
MKC
660
M. Kraus & Co
Vermont
$316K
CWM
661
Congress Wealth Management
Massachusetts
$315K +$313K +1,746 New
CBTWT
662
Community Bank & Trust (Waco, Texas)
Texas
$311K
WB
663
WesBanco Bank
West Virginia
$311K -$4.83K -27 -2%
PGA
664
Portland Global Advisors
Maine
$310K
OIA
665
OneDigital Investment Advisors
Kansas
$310K +$60.9K +340 +25%
NAS
666
Nicolet Advisory Services
Wisconsin
$310K +$83.3K +465 +37%
Arrowstreet Capital
667
Arrowstreet Capital
Massachusetts
$309K +$306K +1,710 New
MHIC
668
Marble Harbor Investment Counsel
Massachusetts
$308K
JWCA
669
J.W. Coons Advisors
Ohio
$308K
FTWA
670
Fifth Third Wealth Advisors
Ohio
$307K +$305K +1,704 New
APG
671
Abacus Planning Group
South Carolina
$307K +$84.3K +471 +38%
TC
672
TownSquare Capital
Utah
$307K -$38.7K -216 -11%
AWA
673
Arkadios Wealth Advisors
Georgia
$306K +$8.06K +45 +3%
CF
674
Centaurus Financial
California
$304K -$652K -3,642 -68%
CCG
675
Catalina Capital Group
California
$301K +$2.87K +16 +1%