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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1326
Cobblestone Capital Advisors
New York
$223K +$222K +880 New
PIA
1327
Perennial Investment Advisors
California
$222K +$221K +875 New
EH
1328
Equitable Holdings
New York
$221K -$27.2K -108 -11%
UFF
1329
USA Financial Formulas
Michigan
$220K -$698K -2,769 -76%
PPW
1330
PACK Private Wealth
Minnesota
$220K – – –
LC
1331
LCNB Corp
Ohio
$219K – – –
HHRDM
1332
H&H Retirement Design & Management
Nevada
$219K +$2.02K +8 +0.9%
QPBE
1333
Quintet Private Bank (Europe)
Luxembourg
$217K – – –
FHA
1334
Flagship Harbor Advisors
Massachusetts
$217K +$756 +3 +0.4%
HCPC
1335
Hamilton Capital Partners (Canada)
$215K +$214K +848 New
ABWM
1336
Alpine Bank Wealth Management
Colorado
$214K +$213K +844 New
CCAM
1337
Cascades Capital Asset Management
North Carolina
$214K +$212K +843 New
LWM
1338
LJI Wealth Management
Indiana
$213K -$16.9K -67 -7%
OP
1339
ORG Partners
Indiana
$212K -$9.58K -38 -4%
PWG
1340
Portside Wealth Group
Utah
$211K +$210K +832 New
NFSG
1341
Newbridge Financial Services Group
Florida
$210K -$1.76K -7 -0.8%
BCWM
1342
Bartlett & Co Wealth Management
Ohio
$209K +$3.02K +12 +1%
SGC
1343
Slocum, Gordon & Co
Rhode Island
$209K -$2.02K -8 -1%
JWBC
1344
J.W. Burns & Co
New York
$209K +$208K +825 New
OPWM
1345
Oregon Pacific Wealth Management
Oregon
$208K +$206K +819 New
CC
1346
Cadinha & Co
Hawaii
$207K +$206K +817 New
RCA
1347
Resonant Capital Advisors
Wisconsin
$207K +$205K +814 New
FFA
1348
First Foundation Advisors
California
$207K +$206K +816 New
TNA
1349
True North Advisors
Texas
$207K +$206K +816 New
QC
1350
Quent Capital
New York
$207K +$10.6K +42 +5%