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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
701
Private Capital Group
Connecticut
$272K -$13.8K -432 -5%
IP
702
Innovative Portfolios
Indiana
$272K +$288K +9,009 New
T
703
TRUADVICE
Florida
$271K +$79.8K +2,496 +35%
MYLI
704
Meiji Yasuda Life Insurance
Japan
$270K -$122K -3,809 -30%
CAM
705
Claret Asset Management
Quebec, Canada
$270K -$4.95K -155 -2%
HFM
706
Harvest Fund Management
China
$270K +$46.6K +1,457 +19%
PFS
707
Physicians Financial Services
North Carolina
$270K +$286K +8,945 New
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$269K – – –
BRM
709
Boston Research & Management
Massachusetts
$268K – – –
CCA
710
Catalyst Capital Advisors
New York
$268K – – –
RJT
711
Raymond James Trust
Florida
$266K -$6.39K -200 -2%
OQS
712
Occudo Quantitative Strategies
Florida
$266K +$281K +8,797 New
CCB
713
Cutter & Co Brokerage
Missouri
$264K -$13K -406 -4%
HGWM
714
Horst & Graben Wealth Management
Oregon
$264K +$71.4K +2,234 +34%
WWM
715
Western Wealth Management
Colorado
$263K +$19K +594 +7%
JC
716
Jacobs & Co
California
$261K – – –
EI
717
Ellevest Inc
New York
$261K +$73.8K +2,309 +36%
WB
718
Webster Bank
Connecticut
$260K – – –
WB
719
WesBanco Bank
West Virginia
$260K +$2.37K +74 +0.9%
ACP
720
Ashfield Capital Partners
California
$254K – – –
HCM
721
Highlander Capital Management
New Jersey
$254K – – –
FMLI
722
Fukoku Mutual Life Insurance
Japan
$251K -$28.8K -900 -10%
NA
723
NewEdge Advisors
Louisiana
$250K +$27K +845 +11%
IRC
724
Investors Research Corp
Georgia
$248K -$80K -2,504 -23%
JBA
725
Johnson Bixby & Associates
Washington
$248K – – –