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Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$257K +$258K +8,121 New
PWM
202
Perigon Wealth Management
California
$253K -$39.9K -1,258 -14%
DWT
203
Dorsey & Whitney Trust
South Dakota
$251K +$11K +347 +5%
M&T Bank
204
M&T Bank
New York
$250K +$18.9K +595 +8%
FOA
205
Five Oceans Advisors
California
$248K +$12.3K +388 +5%
MFG
206
MidWestOne Financial Group
Iowa
$247K
NP
207
Nilsine Partners
Colorado
$246K -$25.9K -816 -10%
KAS
208
Kestra Advisory Services
Texas
$239K -$113K -3,547 -32%
DOA
209
D'Orazio & Associates
Virginia
$231K -$73.8K -2,327 -24%
CPBTD
210
Central Pacific Bank - Trust Division
Hawaii
$228K
EI
211
Ellevest Inc
New York
$228K +$228K +7,188 New
SFC
212
SYM Financial Corp
Indiana
$224K -$24K -756 -10%
RJT
213
Raymond James Trust
Florida
$224K -$3.68K -116 -2%
SFC
214
Swisher Financial Concepts
Ohio
$221K
TCWM
215
Total Clarity Wealth Management
Illinois
$219K +$219K +6,908 New
CCA
216
Checchi Capital Advisers
California
$218K -$51.1K -1,612 -19%
PP
217
PDS Planning
Ohio
$214K -$162K -5,100 -43%
WE
218
Wealth Effects
Massachusetts
$213K -$4.76K -150 -2%
KOCAA
219
Knights of Columbus Asset Advisors
Connecticut
$213K +$19.8K +625 +10%
CAM
220
Cozad Asset Management
Illinois
$212K +$212K +6,684 New
JIC
221
Johnson Investment Counsel
Ohio
$212K +$95 +3 +0%
9WM
222
9258 Wealth Management
Ohio
$206K
CHP
223
Cable Hill Partners
Oregon
$206K -$264K -8,326 -56%
SC
224
Savant Capital
Illinois
$205K +$204K +6,445 New
OL
225
Optas LLC
Texas
$203K +$203K +6,395 New