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Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
951
Patton Albertson Miller Group
Tennessee
$211K -$41.3K -467 -17%
GAG
952
GM Advisory Group
New York
$210K +$204K +2,309 New
CCFCSB
953
Cape Cod Five Cents Savings Bank
Massachusetts
$208K
SIG
954
Sky Investment Group
Connecticut
$208K +$202K +2,289 New
CAL
955
Capital Analysts LLC
Pennsylvania
$207K -$2.3K -26 -1%
CB
956
Cadence Bank
Mississippi
$207K -$55.9K -632 -22%
KWA
957
Kingswood Wealth Advisors
California
$206K +$200K +2,260 New
SA
958
SRH Advisors
Kansas
$205K -$26.5K -300 -12%
GIP
959
Greatmark Investment Partners
Georgia
$205K +$199K +2,250 New
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K -$8.58K -97 -4%
EPM
961
Elm Partners Management
Pennsylvania
$204K +$199K +2,246 New
PPW
962
Parcion Private Wealth
Washington
$204K +$198K +2,244 New
DCA
963
DSG Capital Advisors
Minnesota
$202K +$197K +2,225 New
CWS
964
Cypress Wealth Services
California
$202K -$49.7K -562 -20%
CFP
965
Catalyst Financial Partners
Massachusetts
$201K +$196K +2,212 New
NRI
966
NFP Retirement Inc
California
$200K +$195K +2,202 New
VCM
967
Versant Capital Management
Arizona
$200K +$42.6K +482 +28%
RIL
968
Rothschild Investment LLC
Illinois
$196K +$354 +4 +0.2%
YP
969
YANKCOM Partnership
South Dakota
$195K
MPWT
970
MassMutual Private Wealth & Trust
Connecticut
$184K +$1.86K +21 +1%
TFA
971
Transamerica Financial Advisors
Florida
$183K -$33.8K -382 -16%
PAM
972
Parvin Asset Management
South Dakota
$177K
LSA
973
Leonteq Securities AG
Switzerland
$176K +$26.6K +301 +18%
DIP
974
DT Investment Partners
Pennsylvania
$172K
BTI
975
Blue Trust Inc
Georgia
$171K +$796 +9 +0.5%