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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
776
SeaBridge Investment Advisors
New Jersey
$241K
MOS
777
MGO One Seven
Ohio
$241K +$224K +7,996 New
CRC
778
Curi RMB Capital
Illinois
$238K
PT
779
Plimoth Trust
Massachusetts
$237K -$24.5K -875 -10%
PWPS
780
Pinnacle Wealth Planning Services
Ohio
$236K +$1.68K +60 +0.8%
SGI
781
Summit Global Investments
Utah
$236K +$219K +7,828 New
FL
782
Fort LP
Maryland
$235K -$10.8K -386 -5%
BIA
783
Barry Investment Advisors
Massachusetts
$234K +$216K +7,722 New
PA
784
Pinnacle Associates
New York
$233K +$217K +7,756 New
AA
785
Auxano Advisors
Washington
$233K +$217K +7,738 New
Fayez Sarofim & Co
786
Fayez Sarofim & Co
Texas
$232K
CIS
787
Custom Index Systems
New York
$232K +$216K +7,704 New
PPWP
788
Premier Path Wealth Partners
New Jersey
$230K +$214K +7,653 New
ICG
789
InterOcean Capital Group
Tennessee
$228K +$212K +7,568 New
CAM
790
Claret Asset Management
Quebec, Canada
$226K +$211K +7,519 New
CAS
791
Coppell Advisory Solutions
Texas
$226K +$174K +6,213 +482%
FNFDCM
792
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K +$209K +7,480 New
H
793
HoyleCohen
California
$225K +$209K +7,473 New
FCA
794
FinTrust Capital Advisors
South Carolina
$225K -$72K -2,570 -26%
FWCM
795
Ferguson Wellman Capital Management
Oregon
$224K +$208K +7,435 New
JC
796
Jacobs & Co
California
$223K -$26.4K -944 -11%
PFS
797
Physicians Financial Services
North Carolina
$222K -$15.4K -550 -7%
OIA
798
OneDigital Investment Advisors
Kansas
$222K +$206K +7,373 New
CIAS
799
Capital Investment Advisory Services
North Carolina
$221K +$206K +7,354 New
WFA
800
WMG Financial Advisors
Tennessee
$219K +$204K +7,279 New