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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$219K -$1.11K -10 -0.5%
ZCA
502
Zeke Capital Advisors
Pennsylvania
$218K +$211K +1,898 New
CA
503
Crumly & Associates
Illinois
$214K -$2.78K -25 -1%
CPWM
504
Cypress Point Wealth Management
Texas
$213K +$206K +1,850 New
KWM
505
Kingsview Wealth Management
Oregon
$213K +$206K +1,853 New
MFG
506
MidWestOne Financial Group
Iowa
$208K +$202K +1,814 New
RJT
507
Raymond James Trust
Florida
$207K +$200K +1,794 New
GIA
508
Gateway Investment Advisers
Ohio
$207K +$200K +1,799 New
CT
509
Coastline Trust
Rhode Island
$207K +$200K +1,800 New
CBTWT
510
Community Bank & Trust (Waco, Texas)
Texas
$207K +$200K +1,800 New
NICM
511
Neo Ivy Capital Management
New York
$181K +$175K +1,575 New
WT
512
Washington Trust
Rhode Island
$171K – – –
EIP
513
Ellis Investment Partners
Pennsylvania
$156K +$668 +6 +0.4%
SBSB
514
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K – – –
Acadian Asset Management
515
Acadian Asset Management
Massachusetts
$137K +$53.4K +480 +68%
MCM
516
Manchester Capital Management
Vermont
$128K +$3.45K +31 +3%
AF
517
Advisornet Financial
Minnesota
$127K – – –
PWMG
518
Prestige Wealth Management Group
New Jersey
$125K +$8.13K +73 +7%
CAAS
519
Capital Asset Advisory Services
Michigan
$116K +$112K +1,004 New
SFSIG
520
San Francisco Sentry Investment Group
California
$113K – – –
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$113K +$86.8K +780 +384%
NSIM
522
North Star Investment Management
Illinois
$112K +$111 +1 +0.1%
FPS
523
Fieldpoint Private Securities
Connecticut
$111K +$107K +964 New
PA
524
Parallel Advisors
California
$108K -$110K -991 -51%
CA
525
Clearstead Advisors
Ohio
$96K +$334 +3 +0.4%