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Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
901
Zeke Capital Advisors
Pennsylvania
$268K -$30.3K -206 -10%
MWM
902
Modera Wealth Management
New Jersey
$267K -$44.1K -300 -14%
MGIA
903
Moneta Group Investment Advisors
Missouri
$267K -$156K -1,063 -38%
VAM
904
Verity Asset Management
North Carolina
$265K +$268K +1,823 New
MM
905
MQS Management
New York
$263K +$266K +1,810 New
TNB
906
Thomasville National Bank
Georgia
$263K
SWA
907
Sutton Wealth Advisors
Florida
$262K +$11.5K +78 +5%
CA
908
Cullinan Associates
Kentucky
$261K +$263K +1,790 New
HWMA
909
Heritage Wealth Management (Arizona)
Arizona
$261K +$133K +905 +102%
PWA
910
Phoenix Wealth Advisors
North Carolina
$259K +$8.23K +56 +3%
FDCDDQ
911
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K +$19.4K +132 +8%
AI
912
Accredited Investors
Minnesota
$256K +$441 +3 +0.2%
RP
913
Riverwater Partners
Wisconsin
$255K -$120K -814 -32%
CTC
914
Central Trust Company
Missouri
$255K -$16.9K -115 -6%
WT
915
Washington Trust
Rhode Island
$255K -$73.5K -500 -22%
H
916
HoyleCohen
California
$254K
LL
917
LWMG LLC
Minnesota
$254K +$256K +1,744 New
IA
918
Insight Advisors
Pennsylvania
$253K -$2.06K -14 -0.8%
NRS
919
Neville Rodie & Shaw
New York
$253K -$58.8K -400 -19%
SA
920
SL Advisors
New Jersey
$253K
WP
921
WMS Partners
Maryland
$252K +$882 +6 +0.3%
NCM
922
Next Capital Management
New York
$252K -$77.4K -527 -23%
AAP
923
Arax Advisory Partners
Colorado
$252K +$3.23K +22 +1%
Fayez Sarofim & Co
924
Fayez Sarofim & Co
Texas
$251K -$98.4K -670 -28%
PCS
925
Personal CFO Solutions
New Jersey
$250K +$12.5K +85 +5%