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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$270K
SWMG
652
Sanchez Wealth Management Group
Florida
$268K
UCFA
653
United Capital Financial Advisors
Texas
$266K -$83.6K -567 -22%
CB
654
Community Bank
New York
$266K
GIA
655
Gateway Investment Advisers
Ohio
$266K +$297K +2,011 New
BEC
656
Blue Edge Capital
Virginia
$265K
CC
657
Cadinha & Co
Hawaii
$265K
CA
658
Callahan Advisors
Texas
$265K
CPIA
659
Cornell Pochily Investment Advisors
New York
$265K
MCM
660
Mainstay Capital Management
Michigan
$265K
OC
661
Oarsman Capital
Wisconsin
$265K
CNBTD
662
Citizens National Bank Trust Department
Mississippi
$265K +$295K +2,000 New
WC
663
Waterloo Capital
Texas
$258K +$287K +1,948 New
WP
664
WMS Partners
Maryland
$256K
PTC
665
Private Trust Company
Ohio
$256K +$3.84K +26 +1%
TPCW
666
TD Private Client Wealth
New York
$256K -$5.9K -40 -2%
AIC
667
Archer Investment Corporation
Indiana
$254K
WCA
668
Westover Capital Advisors
Delaware
$253K -$31.7K -215 -10%
BIM
669
Baldwin Investment Management
Pennsylvania
$252K
OR
670
Olympiad Research
Connecticut
$252K +$68.5K +464 +32%
GD
671
Grandfield & Dodd
New York
$251K +$4.43K +30 +2%
NB
672
Northwest Bancshares
Pennsylvania
$247K -$2.51K -17 -0.9%
PWM
673
Perigon Wealth Management
California
$247K +$253K +1,713 New
Cerity Partners
674
Cerity Partners
New York
$246K -$27.9K -189 -9%
FHA
675
Flagship Harbor Advisors
Massachusetts
$246K +$2.65K +18 +1%