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Name Holding Trade Value Shares
Change
Change in
Stake
HL
1401
HeadInvest LLC
Maine
$200K -$3.52K -15 -2%
CFG
1402
CKW Financial Group
Hawaii
$199K +$43K +183 +26%
OC
1403
Oakworth Capital
Alabama
$198K -$11.7K -50 -6%
ZB
1404
Zions Bancorporation
Utah
$197K +$98.5K +419 +97%
DI
1405
Disciplined Investments
Oklahoma
$197K +$200K +852 New
PWMG
1406
Prestige Wealth Management Group
New Jersey
$195K +$153K +650 +337%
TC
1407
Tacita Capital
Ontario, Canada
$194K
ED
1408
Exane Derivatives
France
$191K -$32K -136 -14%
SGA
1409
Seaport Global Advisors
Massachusetts
$191K -$431K -1,833 -69%
SWM
1410
Selective Wealth Management
Virginia
$187K
MFC
1411
Mechanics Financial Corp
Ohio
$185K
RBC
1412
Roble Belko & Company
Pennsylvania
$185K
CYG
1413
Clean Yield Group
Vermont
$184K
HBW
1414
Hazlett, Burt & Watson
West Virginia
$176K +$179K +760 New
EWM
1415
Evermay Wealth Management
Virginia
$175K +$21.4K +91 +14%
CIA
1416
Capital Impact Advisors
Massachusetts
$169K +$172K +732 New
FCA
1417
FinTrust Capital Advisors
South Carolina
$163K -$61.8K -263 -27%
HBT
1418
Hills Bank & Trust
Iowa
$162K -$15.3K -65 -9%
HA
1419
Herold Advisors
New York
$162K +$164K +700 New
LC
1420
Lindbrook Capital
California
$159K +$9.16K +39 +6%
CLOS
1421
Compagnie Lombard Odier SCmA
Switzerland
$157K -$51.7K -220 -25%
FAG
1422
Fortitude Advisory Group
Washington
$157K -$24.2K -103 -13%
OIA
1423
Optimum Investment Advisors
Illinois
$156K -$8.22K -35 -5%
IAS
1424
IMA Advisory Services
Colorado
$155K
AWA
1425
Aaron Wealth Advisors
Illinois
$154K +$8.37M +35,634 New