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Name Holding Trade Value Shares
Change
Change in
Stake
GFG
701
Goldstone Financial Group
Illinois
$392K +$2.28K +52 +0.6%
FAN
702
Financial Advisors Network
California
$389K +$17.9K +407 +5%
AMIM
703
Aull & Monroe Investment Management
Alabama
$388K -$4.39K -100 -1%
CWS
704
Confluence Wealth Services
Pennsylvania
$387K
PTC
705
Private Trust Company
Ohio
$385K -$1.45K -33 -0.4%
CLOS
706
Compagnie Lombard Odier SCmA
Switzerland
$385K +$95.3K +2,170 +34%
MIP
707
Marietta Investment Partners
Wisconsin
$383K
FFS
708
Founders Financial Securities
Maryland
$377K -$26.8K -611 -7%
NF
709
Nikulski Financial
Iowa
$376K
HIA
710
Harbor Investment Advisory
Maryland
$374K
CK
711
Cohen Klingenstein
New York
$369K
LAM
712
LOM Asset Management
$369K -$19.8K -450 -5%
RBC
713
Romano Brothers & Co
Illinois
$367K
AOWM
714
Alpha Omega Wealth Management
Virginia
$367K
MAM
715
MMA Asset Management
Pennsylvania
$364K +$356K +8,097 New
FNBTCON
716
First National Bank & Trust Co of Newtown
Pennsylvania
$363K -$28.6K -651 -7%
PCA
717
Providence Capital Advisors
North Carolina
$363K
PTP
718
Platform Technology Partners
New York
$362K -$17.3K -395 -5%
QL
719
Quarry LP
New York
$361K +$352K +8,013 New
DWT
720
Dorsey & Whitney Trust
South Dakota
$360K -$351 -8 -0.1%
ASN
721
Advisory Services Network
Georgia
$358K -$2.11K -48 -0.6%
KWA
722
Kingswood Wealth Advisors
California
$357K +$25.7K +586 +8%
SI
723
Stephens Inc
Arkansas
$356K -$1.32K -30 -0.4%
EW
724
Elyxium Wealth
California
$356K -$62.8K -1,431 -15%
VC
725
Veery Capital
Delaware
$354K