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Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$249K -$5.38K -12 -2%
TFP
527
Tilia Fiduciary Partners
North Carolina
$248K +$229K +511 New
LWAC
528
Laurel Wealth Advisors (California)
California
$247K +$227K +507 New
SFA
529
Sequoia Financial Advisors
Ohio
$246K +$227K +507 New
BEC
530
Blue Edge Capital
Virginia
$243K +$224K +500 New
TPWA
531
TRUE Private Wealth Advisors
Oregon
$243K -$65.9K -147 -23%
AIA
532
Arbor Investment Advisors
North Carolina
$243K +$224K +500 New
B
533
Bailard
California
$243K +$224K +500 New
MCM
534
Murphy Capital Management
New Jersey
$243K +$224K +500 New
LC
535
LCNB Corp
Ohio
$239K -$17.9K -40 -8%
ECM
536
Estabrook Capital Management
New York
$236K
CT
537
Caldwell Trust
Florida
$234K -$31.4K -70 -13%
KeyBank National Association
538
KeyBank National Association
Ohio
$231K +$213K +476 New
SPWG
539
Sage Private Wealth Group
Illinois
$230K -$9.42K -21 -4%
MWPCG
540
Measured Wealth Private Client Group
New Hampshire
$228K +$210K +469 New
RWA
541
River Wealth Advisors
Pennsylvania
$228K +$210K +469 New
BCMO
542
Buckingham Capital Management (Ohio)
Ohio
$226K +$209K +465 New
CC
543
Chicago Capital
Illinois
$226K +$209K +466 New
WFI
544
West Family Investments
California
$224K +$207K +461 New
MYAM
545
Meiji Yasuda Asset Management
Japan
$221K +$204K +454 New
CIBC Private Wealth Group
546
CIBC Private Wealth Group
Georgia
$219K +$202K +450 New
CAM
547
Claret Asset Management
Quebec, Canada
$211K +$195K +435 New
MS
548
Maven Securities
Jersey
$209K +$193K +430 New
MCWS
549
McKinley Carter Wealth Services
West Virginia
$206K +$190K +424 New
GAM
550
Gotham Asset Management
New York
$205K +$189K +421 New