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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
701
Demars Financial Group
Washington
$233K -$2.27K -16 -1%
TPCW
702
TD Private Client Wealth
New York
$232K -$34.2K -241 -13%
CAM
703
Cypress Asset Management
Texas
$232K
TTWM
704
TCV Trust & Wealth Management
Virginia
$231K
FWM
705
Frontier Wealth Management
Missouri
$231K +$284 +2 +0.1%
CDH
706
Charles D. Hyman
$229K
WT
707
Whittier Trust
California
$229K
FNBTCON
708
First National Bank & Trust Co of Newtown
Pennsylvania
$228K
VAS
709
Vestmark Advisory Solutions
Massachusetts
$228K +$225K +1,587 New
Millennium Management
710
Millennium Management
New York
$223K +$150M +1,060,121 +214%
KFC
711
Klingenstein Fields & Co
New York
$222K -$10.6K -75 -5%
CT
712
Coastline Trust
Rhode Island
$222K
KWM
713
Kingsview Wealth Management
Oregon
$222K
VCM
714
Vigilant Capital Management
Maine
$222K
FC
715
Financial Consulate
Maryland
$218K +$216K +1,522 New
AW
716
ACG Wealth
Georgia
$217K +$215K +1,513 New
IC
717
Inscription Capital
Texas
$216K +$213K +1,505 New
BMC
718
Beaton Management Company
Massachusetts
$216K +$214K +1,509 New
SWK
719
Stephen W. Kidder
$215K -$14.2K -100 -6%
PBC
720
Pavion Blue Capital
California
$215K +$213K +1,500 New
SFWC
721
Strategic Family Wealth Counselors
New Jersey
$215K +$213K +1,500 New
SWM
722
SVA Wealth Management
Wisconsin
$215K +$213K +1,500 New
HI
723
Horizon Investments
North Carolina
$214K -$1.41M -9,936 -87%
LRPA
724
L. Roy Papp & Associates
Arizona
$214K +$212K +1,495 New
CFA
725
Carroll Financial Associates
North Carolina
$213K +$10.9K +77 +5%