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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
826
Daymark Wealth Partners
Ohio
$261K +$254K +1,165 New
MMA
827
Miracle Mile Advisors
California
$261K -$7.41K -34 -3%
GWM
828
GSB Wealth Management
Connecticut
$257K +$218 +1 +0.1%
BWM
829
Baron Wealth Management
Michigan
$256K – – –
MGIA
830
Moneta Group Investment Advisors
Missouri
$255K -$19.6K -90 -7%
CTC
831
Central Trust Company
Missouri
$254K +$8.5K +39 +4%
KAM
832
Knightsbridge Asset Management
California
$252K -$39.2K -180 -14%
BFA
833
Brown Financial Advisors
Ohio
$251K +$5.88K +27 +2%
RB
834
Rodgers Brothers
Pennsylvania
$251K – – –
PCH
835
PGIM Custom Harvest
New Jersey
$250K +$243K +1,116 New
KIA
836
KCM Investment Advisors
California
$250K – – –
OWA
837
Opal Wealth Advisors
New York
$249K – – –
HI
838
Harbour Investments
Wisconsin
$249K -$151K -693 -38%
EFS
839
Essex Financial Services
Connecticut
$249K +$242K +1,109 New
JWBC
840
J.W. Burns & Co
New York
$249K -$7.63K -35 -3%
WWC
841
Waypoint Wealth Counsel
Georgia
$248K -$72.6K -333 -23%
SHFA
842
SS&H Financial Advisors
Michigan
$247K +$240K +1,100 New
AWCI
843
Alpine Woods Capital Investors
New York
$247K – – –
BWM
844
BNB Wealth Management
Maryland
$247K – – –
WAP
845
Wealthcare Advisory Partners
Pennsylvania
$246K -$29.6K -136 -11%
MA
846
MBA Advisors
Pennsylvania
$246K +$10K +46 +4%
SFC
847
SYM Financial Corp
Indiana
$245K +$6.54K +30 +3%
SB
848
Simmons Bank
Arkansas
$244K +$237K +1,088 New
LK
849
Lumbard & Kellner
New Hampshire
$243K – – –
DIP
850
Davis Investment Partners
North Carolina
$242K – – –