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Name Holding Trade Value Shares
Change
Change in
Stake
CG
676
Colony Group
Massachusetts
$306K -$9.74K -403 -3%
PA
677
Parallel Advisors
California
$306K +$10.9K +453 +4%
HMS
678
Hanseatic Management Services
New Mexico
$305K -$226K -9,348 -44%
Holocene Advisors
679
Holocene Advisors
New York
$300K -$248K -10,267 -47%
HAG
680
HighPoint Advisor Group
Illinois
$295K +$295K +12,229 New
CWA
681
Cypress Wealth Advisors
California
$294K
CP
682
Camelot Portfolios
Ohio
$294K +$2.42K +100 +0.9%
WAM
683
Wealthspire Advisors (Maryland)
Maryland
$293K +$55K +2,278 +25%
CNBT
684
Canandaigua National Bank & Trust
New York
$292K -$11.2K -465 -4%
WB
685
WesBanco Bank
West Virginia
$292K
AWA
686
ARS Wealth Advisors
Florida
$291K +$273K +11,286 New
NSIM
687
North Star Investment Management
Illinois
$285K +$24 +1 +0%
CAPTRUST Financial Advisors
688
CAPTRUST Financial Advisors
North Carolina
$285K +$18.7K +772 +8%
FGAM
689
Financial Gravity Asset Management
Texas
$284K +$9.71K +402 +3%
WF
690
Welch & Forbes
Massachusetts
$281K -$5.22K -216 -2%
NVCHI
691
New Vernon Capital Holdings II
New Jersey
$281K +$24.6K +1,017 +10%
MMPW
692
Mitchell McLeod Pugh & Williams
Alabama
$279K
ABA
693
American Beacon Advisors
Texas
$279K +$74.7K +3,093 +40%
OCG
694
Opus Capital Group
Ohio
$278K -$12.4K -515 -5%
DADC
695
D.A. Davidson & Co
Montana
$277K -$20.1K -833 -7%
BWM
696
BigSur Wealth Management
Florida
$277K +$18.1K +750 +8%
FWCM
697
Ferguson Wellman Capital Management
Oregon
$276K -$5.97K -247 -2%
FAIM
698
Financial Advocates Investment Management
Washington
$273K -$2.46K -102 -1%
CWS
699
Cypress Wealth Services
California
$270K +$1.33K +55 +0.5%
Loomis, Sayles & Company
700
Loomis, Sayles & Company
Massachusetts
$269K +$17.1K +706 +7%