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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$393K +$1.59K +18 +0.4%
ISL
777
Ingalls & Snyder LLC
New York
$393K -$27.9K -316 -7%
CNBOF
778
City National Bank of Florida
Florida
$392K +$10.3K +116 +3%
GWCM
779
Godshalk Welsh Capital Management
Pennsylvania
$391K
CIC
780
Carnegie Investment Counsel
Ohio
$388K -$27.2K -308 -7%
AG
781
AIA Group
Hong Kong
$388K +$102K +1,148 +37%
MG
782
Mather Group
Illinois
$387K -$20.3K -230 -5%
PTC
783
Private Trust Company
Ohio
$387K -$4.95K -56 -1%
DAS
784
Diversify Advisory Services
Utah
$386K +$214K +2,422 +108%
HSA
785
HBK Sorce Advisory
Pennsylvania
$386K +$3.8K +43 +1%
CM
786
Columbus Macro
Pennsylvania
$385K -$33K -373 -8%
TCM
787
Traub Capital Management
Massachusetts
$384K -$33K -373 -8%
CIAS
788
Capital Investment Advisory Services
North Carolina
$382K
PI
789
PFG Investments
New York
$380K +$60K +678 +19%
AIP
790
Ameritas Investment Partners
Nebraska
$379K -$16.4K -185 -4%
NAAA
791
New Age Alpha Advisors
New York
$376K -$73.4K -830 -17%
PP
792
PDS Planning
Ohio
$375K +$4.51K +51 +1%
ACA
793
Aptus Capital Advisors
Alabama
$373K +$20.2K +228 +6%
WA
794
Win Advisors
Florida
$371K +$361K +4,083 New
HH
795
Hilltop Holdings
Texas
$371K +$23.1K +261 +7%
SMA
796
Sage Mountain Advisors
Georgia
$371K -$203K -2,298 -36%
RFC
797
Regions Financial Corp
Alabama
$370K +$23.6K +267 +7%
TRCT
798
Tower Research Capital (TRC)
New York
$368K -$1.12M -12,690 -76%
CIBC Private Wealth Group
799
CIBC Private Wealth Group
Georgia
$366K +$101K +1,137 +39%
SS
800
Sunbelt Securities
Texas
$364K +$175K +1,982 +98%