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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
651
Snowden Capital Advisors
New York
$257K -$3.1K -76 -1%
CI
652
CX Institutional
Indiana
$256K +$1.06K +26 +0.4%
VT
653
Vise Technologies
New York
$256K +$276K +6,769 New
SP
654
Successful Portfolios
Florida
$256K -$530 -13 -0.2%
EFS
655
Essex Financial Services
Connecticut
$255K +$326 +8 +0.1%
TBNY
656
Trustco Bank (New York)
New York
$253K -$3.46K -85 -1%
AWM
657
Accel Wealth Management
Iowa
$252K -$978 -24 -0.4%
SWA
658
Stratos Wealth Advisors
Ohio
$252K -$61.4K -1,507 -18%
CIAS
659
Capital Investment Advisory Services
North Carolina
$252K +$8.35K +205 +3%
LFAS
660
Level Four Advisory Services
Texas
$251K +$7.91K +194 +3%
GA
661
Geller Advisors
New York
$249K +$63.5K +1,559 +31%
CGL
662
Clarius Group LLC
Washington
$249K -$61.2K -1,503 -19%
CAM
663
Carret Asset Management
New York
$248K +$30.6K +750 +13%
FIA
664
Foundations Investment Advisors
Arizona
$246K -$3.38K -83 -1%
HCS
665
Himension Capital (Singapore)
Singapore
$246K +$265K +6,510 New
BWG
666
Beta Wealth Group
California
$246K +$8.35K +205 +3%
ACA
667
Aptus Capital Advisors
Alabama
$245K +$264K +6,481 New
MOS
668
MGO One Seven
Ohio
$244K +$367 +9 +0.1%
CPA
669
Court Place Advisors
Maryland
$241K
QCG
670
Quadrant Capital Group
Ohio
$241K +$21.5K +528 +9%
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$241K -$1.18K -29 -0.5%
GIA
672
Gladstone Institutional Advisory
Florida
$241K +$8.88K +218 +4%
DWT
673
Dorsey & Whitney Trust
South Dakota
$241K -$66.7K -1,636 -20%
NB
674
NBT Bank
New York
$240K -$2.77K -68 -1%
IMCOOI
675
Investment Management Corp of Ontario (IMCO)
Canada
$240K +$258K +6,344 New