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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Clearstead Advisors
Ohio
$214K -$18.1K -112 -7%
CW
1052
Cabot-Wellington
Massachusetts
$214K
LBD
1053
Landsberg Bennett & Dubbaneh
Florida
$212K -$17.9K -111 -7%
RWM
1054
RBA Wealth Management
California
$212K +$235K +1,455 New
VWA
1055
V Wealth Advisors
Kansas
$211K -$1.08M -6,669 -82%
CC
1056
Centiva Capital
New York
$210K -$2.4M -14,909 -91%
CT
1057
Cambridge Trust
Massachusetts
$210K
FNBT
1058
FineMark National Bank & Trust
Florida
$208K -$484 -3 -0.2%
Rafferty Asset Management
1059
Rafferty Asset Management
New York
$207K -$56.4K -350 -20%
BOS
1060
Bingham Osborn & Scarborough
California
$207K -$43.4K -269 -16%
SSWM
1061
Sheets Smith Wealth Management
North Carolina
$207K +$29.7K +184 +15%
HI
1062
Horizon Investments
North Carolina
$205K -$2.42K -15 -1%
SMFS
1063
Squar Milner Financial Services
California
$205K +$104K +643 +370%
CCG
1064
Cypress Capital Group
Florida
$204K -$16.1K -100 -7%
BFS
1065
Bradley Foster & Sargent
Connecticut
$204K -$13.2K -82 -6%
VST
1066
Van Strum & Towne
California
$204K
LWAC
1067
Laurel Wealth Advisors (California)
California
$203K +$225K +1,393 New
NEPWA
1068
New England Private Wealth Advisors
Massachusetts
$201K -$112K -696 -34%
CNBT
1069
Canandaigua National Bank & Trust
New York
$200K +$4.03K +25 +2%
CYG
1070
Clean Yield Group
Vermont
$199K -$34.5K -214 -14%
PRC
1071
Pearl River Capital
Michigan
$195K +$216K +1,337 New
PFO
1072
Pathstone Family Office
New Jersey
$192K +$16.1K +100 +8%
SFM
1073
Systematic Financial Management
New Jersey
$190K
SFSIG
1074
San Francisco Sentry Investment Group
California
$186K +$9.03K +56 +5%
GI
1075
Gradient Investments
Minnesota
$183K