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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
Cannon Financial Strategists
Georgia
$238K – – –
Colony Group
702
Colony Group
Massachusetts
$236K – – –
DFG
703
Demars Financial Group
Washington
$233K -$2.27K -16 -1%
TD Private Client Wealth
704
TD Private Client Wealth
New York
$232K -$34.2K -241 -13%
CAM
705
Cypress Asset Management
Texas
$232K – – –
TTWM
706
TCV Trust & Wealth Management
Virginia
$231K – – –
FWM
707
Frontier Wealth Management
Missouri
$231K +$284 +2 +0.1%
CDH
708
Charles D. Hyman
$229K – – –
Whittier Trust
709
Whittier Trust
California
$229K – – –
FNBTCON
710
First National Bank & Trust Co of Newtown
Pennsylvania
$228K – – –
Vestmark Advisory Solutions
711
Vestmark Advisory Solutions
Massachusetts
$228K +$225K +1,587 New
Klingenstein Fields & Co
712
Klingenstein Fields & Co
New York
$222K -$10.6K -75 -5%
CT
713
Coastline Trust
Rhode Island
$222K – – –
Kingsview Wealth Management
714
Kingsview Wealth Management
Oregon
$222K – – –
VCM
715
Vigilant Capital Management
Maine
$222K – – –
FC
716
Financial Consulate
Maryland
$218K +$216K +1,522 New
AW
717
ACG Wealth
Georgia
$217K +$215K +1,513 New
IC
718
Inscription Capital
Texas
$216K +$213K +1,505 New
BMC
719
Beaton Management Company
Massachusetts
$216K +$214K +1,509 New
SWK
720
Stephen W. Kidder
$215K -$14.2K -100 -6%
PBC
721
Pavion Blue Capital
California
$215K +$213K +1,500 New
SFWC
722
Strategic Family Wealth Counselors
New Jersey
$215K +$213K +1,500 New
SWM
723
SVA Wealth Management
Wisconsin
$215K +$213K +1,500 New
Horizon Investments
724
Horizon Investments
North Carolina
$214K -$1.41M -9,936 -87%
LRPA
725
L. Roy Papp & Associates
Arizona
$214K +$212K +1,495 New