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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
576
Phoenix Wealth Advisors
North Carolina
$250K +$3.88K +66 +1%
SCA
577
Snowden Capital Advisors
New York
$245K +$28.5K +485 +12%
PTC
578
Petrus Trust Company
Texas
$241K -$180K -3,073 -41%
&Partners
579
&Partners
Tennessee
$241K +$44.4K +757 +21%
Members Trust
580
Members Trust
Florida
$240K -$822 -14 -0.3%
HBW
581
Hazlett, Burt & Watson
West Virginia
$238K – – –
HighPoint Advisor Group
582
HighPoint Advisor Group
Illinois
$238K +$1.41K +24 +0.5%
CHAM
583
Clear Harbor Asset Management
Connecticut
$238K +$253K +4,314 New
Bailard
584
Bailard
California
$237K +$252K +4,292 New
Modera Wealth Management
585
Modera Wealth Management
New Jersey
$236K -$8.75K -149 -3%
Fifth Third Wealth Advisors
586
Fifth Third Wealth Advisors
Ohio
$231K +$5.58K +95 +2%
XTX Topco
587
XTX Topco
Cayman Islands
$230K +$245K +4,167 New
APG
588
Abacus Planning Group
South Carolina
$228K – – –
Davenport & Co
589
Davenport & Co
Virginia
$228K -$15.1K -258 -6%
EFS
590
Essex Financial Services
Connecticut
$227K -$5.75K -98 -2%
HFM
591
Hartford Financial Management
Connecticut
$226K – – –
EW
592
Evoke Wealth
California
$225K +$5.05K +86 +2%
Steward Partners Investment Advisory
593
Steward Partners Investment Advisory
New York
$225K +$18.7K +319 +8%
Wedmont Private Capital
594
Wedmont Private Capital
Pennsylvania
$224K +$7.63K +130 +3%
GAMCO Investors
595
GAMCO Investors
Connecticut
$222K -$163K -2,779 -41%
ABN AMRO Investment Solutions
596
ABN AMRO Investment Solutions
$221K -$59.9K -1,020 -20%
Cary Street Partners
597
Cary Street Partners
Virginia
$220K -$5.52K -94 -2%
First National Trust
598
First National Trust
Pennsylvania
$220K -$234K -3,981 -50%
TAM
599
Taurus Asset Management
New York
$220K -$40.9K -697 -15%
Boothbay Fund Management
600
Boothbay Fund Management
New York
$218K +$232K +3,946 New