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Name Holding Trade Value Shares
Change
Change in
Stake
Coldstream Capital Management
1101
Coldstream Capital Management
Washington
$209K -$49.8K -813 -15%
DHFB
1102
Dixon Hubard Feinour & Brown
Virginia
$208K -$90.1K -1,472 -29%
PCM
1103
Pennsylvania Capital Management
Pennsylvania
$207K – – –
RPWA
1104
Regent Peak Wealth Advisors
Georgia
$207K +$1.59K +26 +0.7%
RT
1105
Rockland Trust
Massachusetts
$207K +$16.3K +266 +8%
IC
1106
Inscription Capital
Texas
$205K -$4.06M -66,297 -95%
AFP
1107
Ausdal Financial Partners
Iowa
$205K -$23.4K -382 -10%
Pure Financial Advisors
1108
Pure Financial Advisors
California
$205K +$1.59K +26 +0.7%
MWA
1109
Meridian Wealth Advisors
Texas
$204K +$18.2K +298 +9%
NAMP
1110
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$203K +$13.8K +225 +7%
SNS Financial Group
1111
SNS Financial Group
Minnesota
$202K -$3.18K -52 -1%
WPP
1112
Whalerock Point Partners
Rhode Island
$201K – – –
Balentine LLC
1113
Balentine LLC
Georgia
$201K +$214K +3,491 New
CA
1114
Capitolis Advisors
New York
$200K -$12.2M -200,000 -98%
NSIM
1115
North Star Investment Management
Illinois
$198K +$61 +1 +0%
RTC
1116
Riverview Trust Company
Washington
$197K – – –
BCA
1117
Berman Capital Advisors
Georgia
$197K +$33.2K +542 +19%
LC
1118
Lindbrook Capital
California
$195K +$60.2K +984 +41%
DMBA
1119
Deseret Mutual Benefit Administrators
Utah
$194K – – –
FF
1120
FourThought Financial
Florida
$194K – – –
Jones Financial Companies
1121
Jones Financial Companies
Missouri
$192K -$44.5K -727 -18%
BAM
1122
Barrett Asset Management
New York
$189K – – –
MCF Advisors
1123
MCF Advisors
Kentucky
$188K +$1.9K +31 +1%
MI
1124
Markston International
New York
$187K – – –
Koshinski Asset Management
1125
Koshinski Asset Management
Illinois
$185K +$197K +3,222 New