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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
926
Cerity Partners OCIO
New York
$279K -$13.4K -259 -4%
BFC
927
Bedel Financial Consulting
Indiana
$278K +$9.4K +182 +4%
IC
928
Investment Counsel
Michigan
$277K -$47.9K -927 -15%
BCP
929
Berkeley Capital Partners
Georgia
$277K +$262K +5,063 New
UBV
930
United Bank (Virginia)
Virginia
$275K -$121K -2,335 -32%
AWA
931
Arete Wealth Advisors
Illinois
$275K -$827 -16 -0.3%
RIA
932
Realta Investment Advisors
Delaware
$275K +$9.14K +177 +4%
FPS
933
Fieldpoint Private Securities
Connecticut
$275K +$41.9K +811 +19%
TL
934
TowerView LLC
New York
$274K
AWM
935
Affinity Wealth Management
Delaware
$273K -$2.38K -46 -0.9%
OIA
936
Optimum Investment Advisors
Illinois
$273K +$45.9K +888 +22%
AWM
937
Altavista Wealth Management
North Carolina
$272K -$4.7K -91 -2%
SC
938
Saybrook Capital
North Carolina
$272K
CT
939
Columbia Trust
Oregon
$271K +$257K +4,965 New
DLA
940
Douglas Lane & Associates
New York
$270K -$27.5K -532 -10%
SWRP
941
Summit Wealth & Retirement Planning
California
$270K -$12.7K -245 -5%
NME
942
Notis-McConarty Edward
$270K
GCP
943
GSA Capital Partners
United Kingdom
$268K -$5.17K -100 -2%
MFG
944
MidWestOne Financial Group
Iowa
$268K +$254K +4,910 New
GDP
945
Great Diamond Partners
Maine
$267K +$253K +4,891 New
SCM
946
Sterneck Capital Management
Missouri
$266K -$59.7K -1,155 -19%
EH
947
Equitable Holdings
New York
$266K +$251K +4,854 New
CT
948
Clearstead Trust
Maine
$265K
KWM
949
Kingsview Wealth Management
Oregon
$265K +$250K +4,838 New
CRC
950
Curi RMB Capital
Illinois
$264K -$165K -3,202 -40%