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Name Holding Trade Value Shares
Change
Change in
Stake
T
701
TRUADVICE
Florida
$271K +$79.8K +2,496 +35%
MYLI
702
Meiji Yasuda Life Insurance
Japan
$270K -$122K -3,809 -30%
CAM
703
Claret Asset Management
Quebec, Canada
$270K -$4.95K -155 -2%
HFM
704
Harvest Fund Management
China
$270K +$46.6K +1,457 +19%
PFS
705
Physicians Financial Services
North Carolina
$270K +$286K +8,945 New
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$269K
BRM
707
Boston Research & Management
Massachusetts
$268K
CCA
708
Catalyst Capital Advisors
New York
$268K
RJT
709
Raymond James Trust
Florida
$266K -$6.39K -200 -2%
OQS
710
Occudo Quantitative Strategies
Florida
$266K +$281K +8,797 New
CCB
711
Cutter & Co Brokerage
Missouri
$264K -$13K -406 -4%
HGWM
712
Horst & Graben Wealth Management
Oregon
$264K +$71.4K +2,234 +34%
WWM
713
Western Wealth Management
Colorado
$263K +$19K +594 +7%
JC
714
Jacobs & Co
California
$261K
EI
715
Ellevest Inc
New York
$261K +$73.8K +2,309 +36%
WB
716
Webster Bank
Connecticut
$260K
WB
717
WesBanco Bank
West Virginia
$260K +$2.37K +74 +0.9%
ACP
718
Ashfield Capital Partners
California
$254K
HCM
719
Highlander Capital Management
New Jersey
$254K
FMLI
720
Fukoku Mutual Life Insurance
Japan
$251K -$28.8K -900 -10%
NA
721
NewEdge Advisors
Louisiana
$250K +$27K +845 +11%
IRC
722
Investors Research Corp
Georgia
$248K -$80K -2,504 -23%
JBA
723
Johnson Bixby & Associates
Washington
$248K
AIA
724
Avalon Investment & Advisory
Texas
$245K -$308K -9,622 -54%
AF
725
Advisornet Financial
Minnesota
$243K +$20.6K +643 +9%