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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1051
Proficio Capital Partners
Massachusetts
$316K +$5.88K +26 +2%
KFP
1052
KB Financial Partners
New Jersey
$316K +$26.9K +119 +10%
ST
1053
Smithfield Trust
Pennsylvania
$315K – – –
M
1054
MOTCO
Texas
$314K -$6.86M -30,362 -96%
OPS
1055
Orion Portfolio Solutions
Nebraska
$312K -$55.8K -247 -16%
EWM
1056
Evermay Wealth Management
Virginia
$312K -$5.65K -25 -2%
MFG
1057
Merit Financial Group
Georgia
$309K – – –
SWP
1058
Strategic Wealth Partners
Ohio
$307K -$5.65K -25 -2%
RWP
1059
RWA Wealth Partners
Massachusetts
$305K – – –
AL
1060
ADE LLC
Maryland
$304K – – –
SNBOSD
1061
Security National Bank of So Dak
Iowa
$303K -$33.5K -148 -10%
LWP
1062
Lumature Wealth Partners
Georgia
$303K +$47.2K +209 +19%
KPCM
1063
Kings Point Capital Management
New York
$302K +$19.9K +88 +7%
CCM
1064
Carlson Capital Management
Minnesota
$301K +$26.9K +119 +10%
BAS
1065
Brown Advisory Securities
Maryland
$300K -$84.8K -375 -23%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$299K +$11.5K +51 +4%
WMA
1067
West Michigan Advisors
Michigan
$299K +$288K +1,274 New
CWM
1068
Chesapeake Wealth Management
Virginia
$298K -$28.3K -125 -9%
CPIG
1069
Chicago Partners Investment Group
Illinois
$298K +$5.2K +23 +1%
PGIM
1070
Pacific Global Investment Management
California
$297K -$5.65K -25 -2%
DY
1071
Dowling & Yahnke
California
$297K +$4.29K +19 +2%
TSWM
1072
Tyler-Stone Wealth Management
Ohio
$295K +$285K +1,259 New
CM
1073
Capital Management
Virginia
$292K – – –
CAG
1074
Crestwood Advisors Group
Massachusetts
$292K +$29.8K +132 +12%
CCT
1075
Country Club Trust
Missouri
$291K +$10.2K +45 +4%