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Name Holding Trade Value Shares
Change
Change in
Stake
BS
701
Boenning & Scattergood
Pennsylvania
$237K +$197K +4,981 New
SCA
702
Stonebridge Capital Advisors
Minnesota
$235K +$5.53K +140 +3%
WDG
703
Wealth Dimensions Group
Ohio
$234K
PWA
704
Phoenix Wealth Advisors
North Carolina
$233K +$213K +5,395 New
DSC
705
Duncker Streett & Co
Missouri
$233K
ZCA
706
Zeke Capital Advisors
Pennsylvania
$233K +$1.03K +26 +0.5%
KPWS
707
Kestra Private Wealth Services
Texas
$232K +$212K +5,362 New
NFG
708
Nadler Financial Group
Illinois
$232K +$212K +5,361 New
PD
709
Planning Directions
Pennsylvania
$229K +$209K +5,287 New
RPCONE
710
Retirement Planning Company of New England
Rhode Island
$229K -$2.37K -60 -1%
ATC
711
Argent Trust Co
Tennessee
$228K +$208K +5,273 New
ZIG
712
Zuckerman Investment Group
Illinois
$227K -$289K -7,320 -58%
TTWM
713
TCV Trust & Wealth Management
Virginia
$226K +$207K +5,237 New
Lido Advisors
714
Lido Advisors
California
$226K +$206K +5,226 New
OF
715
Outfitter Financial
Maine
$225K +$206K +5,208 New
FAIM
716
Financial Advocates Investment Management
Washington
$224K -$14.8K -374 -7%
Fisher Asset Management
717
Fisher Asset Management
Washington
$224K -$149K -3,777 -42%
First Manhattan
718
First Manhattan
New York
$224K
CCA
719
Clearwater Capital Advisors
Illinois
$224K +$205K +5,180 New
QCG
720
Quadrant Capital Group
Ohio
$222K +$6.83K +173 +3%
BP
721
Ballentine Partners
Massachusetts
$222K -$10.5K -266 -5%
KFI
722
Key Financial Inc
Pennsylvania
$221K
MHS
723
M Holdings Securities
Oregon
$221K +$202K +5,112 New
CFB
724
Cullen/Frost Bankers
Texas
$221K -$34.5K -874 -15%
CIA
725
Compass Ion Advisors
Pennsylvania
$220K +$201K +5,097 New