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Name Holding Trade Value Shares
Change
Change in
Stake
SP
901
Saranac Partners
$334K -$1.82K -10 -0.5%
CFSG
902
Clark Financial Services Group
Missouri
$334K
DTC
903
Davidson Trust Company
Washington
$333K +$37.1K +204 +12%
HI
904
Horizon Investments
North Carolina
$330K +$11.5K +63 +3%
LCM
905
Logan Capital Management
Pennsylvania
$327K -$19.6K -108 -5%
PVI
906
Pine Valley Investments
New Jersey
$327K
PA
907
Procyon Advisors
Connecticut
$326K +$139K +762 +65%
SWM
908
Segment Wealth Management
Texas
$325K +$9.09K +50 +3%
SIM
909
Studio Investment Management
Illinois
$324K +$203K +1,118 +142%
CI
910
CX Institutional
Indiana
$324K -$3.82K -21 -1%
SPA
911
Sherbrooke Park Advisers
New York
$323K +$347K +1,908 New
CTC
912
Central Trust Company
Missouri
$321K -$1.82K -10 -0.5%
FFA
913
First Foundation Advisors
California
$318K +$31.1K +171 +10%
PCS
914
Personal CFO Solutions
New Jersey
$318K +$12K +66 +4%
CIA
915
Cape Investment Advisory
Georgia
$317K +$4.55K +25 +1%
CWM
916
Connecticut Wealth Management
Connecticut
$317K +$137K +753 +67%
TCA
917
Tortoise Capital Advisors
Kansas
$315K
FAFN
918
First Affirmative Financial Network
Colorado
$313K -$17.5K -96 -5%
CI
919
Conning Inc
Connecticut
$313K -$7.28K -40 -2%
OFG
920
Oxford Financial Group
Indiana
$312K -$65.5K -360 -16%
JFGIW
921
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$311K -$90.8K -499 -21%
XF
922
XML Financial
Maryland
$311K -$3.46K -19 -1%
PWA
923
Phoenix Wealth Advisors
North Carolina
$309K +$5.64K +31 +2%
TNB
924
Thomasville National Bank
Georgia
$307K
CGL
925
Clarius Group LLC
Washington
$306K -$5.64K -31 -2%