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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
751
Dynamic Advisor Solutions
Arizona
$610K -$1.43K -29 -0.2%
ECA
752
Elevated Capital Advisors
Utah
$610K +$574K +11,680 New
CCFCSB
753
Cape Cod Five Cents Savings Bank
Massachusetts
$609K -$103K -2,099 -15%
FIA
754
Foundations Investment Advisors
Arizona
$609K +$18.1K +369 +3%
CP
755
Camelot Portfolios
Ohio
$608K -$248K -5,038 -30%
SC
756
Schulhoff & Co
Ohio
$608K -$45.4K -923 -7%
BEC
757
Blue Edge Capital
Virginia
$606K
NW
758
Naviter Wealth
Arkansas
$606K +$43.9K +894 +8%
MWM
759
Mission Wealth Management
California
$603K -$4.18K -85 -0.7%
MWM
760
Modera Wealth Management
New Jersey
$601K +$46.5K +946 +9%
HWA
761
Heritage Wealth Advisors
Virginia
$599K -$52.5K -1,068 -9%
PCM
762
Parsons Capital Management
Rhode Island
$596K -$11.1K -226 -2%
CCA
763
Cobblestone Capital Advisors
New York
$596K -$61.5K -1,251 -10%
OL
764
Optas LLC
Texas
$591K +$27.9K +568 +5%
SP
765
Symmetry Partners
Connecticut
$591K -$100K -2,043 -15%
FG
766
Fiduciary Group
Georgia
$586K -$19.3K -393 -3%
FNBT
767
FineMark National Bank & Trust
Florida
$585K +$4.82K +98 +0.9%
PFPT
768
Pinnacle Financial Partners (Tennessee)
Tennessee
$584K +$18.9K +385 +4%
BHIA
769
Birch Hill Investment Advisors
Massachusetts
$584K
PSB
770
Piscataqua Savings Bank
New Hampshire
$584K -$4.96K -101 -0.9%
CIAS
771
Capital Investment Advisory Services
North Carolina
$583K +$43.8K +890 +9%
4WM
772
44 Wealth Management
Oregon
$583K -$43.9K -892 -7%
SCM
773
Shelton Capital Management
Colorado
$580K -$70K -1,424 -11%
FFBTD
774
First Financial Bank - Trust Division
Ohio
$577K -$4.18K -85 -0.8%
WSCM
775
Wellington Shields Capital Management
New York
$574K +$12.9K +262 +2%