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Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
501
Zeke Capital Advisors
Pennsylvania
$218K +$211K +1,898 New
CA
502
Crumly & Associates
Illinois
$214K -$2.78K -25 -1%
CPWM
503
Cypress Point Wealth Management
Texas
$213K +$206K +1,850 New
KWM
504
Kingsview Wealth Management
Oregon
$213K +$206K +1,853 New
MFG
505
MidWestOne Financial Group
Iowa
$208K +$202K +1,814 New
RJT
506
Raymond James Trust
Florida
$207K +$200K +1,794 New
GIA
507
Gateway Investment Advisers
Ohio
$207K +$200K +1,799 New
CT
508
Coastline Trust
Rhode Island
$207K +$200K +1,800 New
NICM
509
Neo Ivy Capital Management
New York
$181K +$175K +1,575 New
WT
510
Washington Trust
Rhode Island
$171K
EIP
511
Ellis Investment Partners
Pennsylvania
$156K +$668 +6 +0.4%
SBSB
512
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
$137K +$53.4K +480 +68%
MCM
514
Manchester Capital Management
Vermont
$128K +$3.45K +31 +3%
AF
515
Advisornet Financial
Minnesota
$127K
PWMG
516
Prestige Wealth Management Group
New Jersey
$125K +$8.13K +73 +7%
CAAS
517
Capital Asset Advisory Services
Michigan
$116K +$112K +1,004 New
SFSIG
518
San Francisco Sentry Investment Group
California
$113K
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$113K +$86.8K +780 +384%
NSIM
520
North Star Investment Management
Illinois
$112K +$111 +1 +0.1%
FPS
521
Fieldpoint Private Securities
Connecticut
$111K +$107K +964 New
PA
522
Parallel Advisors
California
$108K -$110K -991 -51%
CA
523
Clearstead Advisors
Ohio
$96K +$334 +3 +0.4%
CCC
524
Crescent Capital Consulting
Louisiana
$93K +$90.2K +810 New
IRC
525
Investors Research Corp
Georgia
$92K