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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
601
First County Bank
Connecticut
$243K -$15K -273 -6%
WIC
602
Woodmont Investment Counsel
Tennessee
$242K
CFG
603
Citizens Financial Group
Rhode Island
$240K -$513K -9,329 -70%
EW
604
Evoke Wealth
California
$240K +$221K +4,026 New
BRWA
605
B. Riley Wealth Advisors
Florida
$239K +$4.02K +73 +2%
HAG
606
HighPoint Advisor Group
Illinois
$238K +$5.34K +97 +2%
OAM
607
Ostrum Asset Management
France
$231K +$2.59K +47 +1%
CA
608
Cambridge Advisors
Nebraska
$231K
CGL
609
Clarius Group LLC
Washington
$230K +$550 +10 +0.3%
BJL
610
Brighton Jones LLC
Washington
$229K -$78.2K -1,422 -27%
FTWA
611
Fifth Third Wealth Advisors
Ohio
$228K -$4.07K -74 -2%
BC
612
Burney Company
Virginia
$228K -$145K -2,642 -41%
FSA
613
Financial Security Advisor
Virginia
$227K +$210K +3,818 New
OGF
614
Orin Green Financial
California
$226K
STCOSD
615
Sageworth Trust Company of South Dakota
South Dakota
$226K
LP
616
LGL Partners
Pennsylvania
$225K +$208K +3,775 New
ACGA
617
Atlanta Consulting Group Advisors
Georgia
$223K +$207K +3,754 New
CA
618
Cullinan Associates
Kentucky
$223K
MCCA
619
Mill Creek Capital Advisors
Pennsylvania
$222K -$60.4K -1,098 -23%
CNB
620
Camden National Bank
Maine
$220K +$203K +3,692 New
CRC
621
Curi RMB Capital
Illinois
$216K +$200K +3,627 New
MMM
622
Mendel Money Management
Illinois
$213K
CAM
623
Claret Asset Management
Quebec, Canada
$213K +$197K +3,574 New
FMLI
624
Fukoku Mutual Life Insurance
Japan
$207K +$192K +3,482 New
GA
625
Geller Advisors
New York
$206K +$191K +3,466 New