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Name Holding Trade Value Shares
Change
Change in
Stake
SKK
726
Shepherd Kaplan Krochuk
Massachusetts
$274K
CAM
727
Cacti Asset Management
Georgia
$272K
TG
728
TCW Group
California
$272K +$23.7K +2,100 +9%
CBB
729
Citizens Business Bank
California
$270K
FHC
730
First Heartland Consultants
Missouri
$269K -$13.6K -1,208 -5%
SP
731
Successful Portfolios
Florida
$266K +$1.79K +159 +0.7%
WP
732
WealthPLAN Partners
Nebraska
$266K +$69.8K +6,188 +35%
CAN
733
Claraphi Advisory Network
United States
$265K +$270K +23,939 New
AAM
734
American Asset Management
Florida
$264K +$16.9K +1,500 +7%
BCA
735
Bray Capital Advisors
Florida
$262K +$25.5K +2,258 +11%
MVA
736
Mount Vernon Associates
Maryland
$258K
EDRIA
737
Edmonds Duncan Registered Investment Advisors
Kansas
$257K
MWM
738
Meridian Wealth Management
Kentucky
$253K -$12K -1,063 -4%
WPC
739
Waters Parkerson & Co
Louisiana
$253K
CWS
740
Cypress Wealth Services
California
$252K +$27.3K +2,424 +12%
WAM
741
Wealthspire Advisors (Maryland)
Maryland
$251K -$20.8K -1,841 -8%
CIC
742
Cornercap Investment Counsel
Georgia
$250K -$3.43M -304,190 -93%
CCB
743
Cutter & Co Brokerage
Missouri
$250K +$10.3K +911 +4%
RAM
744
Roanoke Asset Management
New Jersey
$249K
SWM
745
Stockman Wealth Management
Montana
$249K +$121K +10,752 +92%
VNA
746
VNBTrust National Association
Virginia
$247K
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$246K -$4.55K -403 -2%
LCM
748
Laurion Capital Management
New York
$244K +$248K +22,000 New
MWAC
749
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$65.5K +5,805 +36%
MOS
750
MGO One Seven
Ohio
$242K -$20.4K -1,807 -8%