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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
726
Confluence Wealth Services
Pennsylvania
$363K -$12.6K -277 -3%
WC
727
Westerkirk Capital
$363K -$441K -9,670 -54%
PMAM
728
Picton Mahoney Asset Management
Ontario, Canada
$363K +$380K +8,320 New
HIA
729
Harbor Investment Advisory
Maryland
$362K
CK
730
Cohen Klingenstein
New York
$357K
LAM
731
LOM Asset Management
$357K
AOWM
732
Alpha Omega Wealth Management
Virginia
$355K
PTP
733
Platform Technology Partners
New York
$355K +$4.24K +93 +1%
DWT
734
Dorsey & Whitney Trust
South Dakota
$353K +$4.43K +97 +1%
FNBTCON
735
First National Bank & Trust Co of Newtown
Pennsylvania
$352K
PCA
736
Providence Capital Advisors
North Carolina
$351K
OL
737
Optas LLC
Texas
$351K -$135K -2,958 -27%
DA
738
Denali Advisors
California
$349K +$141K +3,100 +63%
WHRC
739
W.H. Reaves & Co
New Jersey
$348K -$382K -8,375 -51%
KWA
740
Kingswood Wealth Advisors
California
$346K +$228 +5 +0.1%
VC
741
Veery Capital
Delaware
$343K
IA
742
Insight Advisors
Pennsylvania
$342K +$456 +10 +0.1%
HI
743
Hendershot Investments
Virginia
$340K
MFGM
744
Marshall Financial Group (Maryland)
Maryland
$340K
SEIA
745
Signature Estate & Investment Advisors
California
$338K -$730 -16 -0.2%
ESB
746
Essex Savings Bank
Connecticut
$336K
SCA
747
Snowden Capital Advisors
New York
$336K +$8.26K +181 +2%
SI
748
Stephens Inc
Arkansas
$336K -$9.4K -206 -3%
MMA
749
Miracle Mile Advisors
California
$335K +$16.8K +368 +5%
CW
750
CreativeOne Wealth
Kansas
$335K -$6.43K -141 -2%