Name Holding Trade Value Shares
Change
Change in
Stake
HCP
701
Hexagon Capital Partners
Arkansas
$338K +$11.1K +63 +3%
PWP
702
Principle Wealth Partners
Connecticut
$335K +$177 +1 +0.1%
MFS
703
Mirabella Financial Services
United Kingdom
$331K +$346K +1,958 New
CW
704
CreativeOne Wealth
Kansas
$330K +$93.8K +531 +37%
HCM
705
Hall Capital Management
Rhode Island
$326K – – –
MAFM
706
Mid Atlantic Financial Management
Pennsylvania
$326K +$17.7K +100 +5%
TF
707
Tompkins Financial
New York
$326K +$340K +1,924 New
MA
708
Mutual Advisors
Nebraska
$325K -$18.9K -107 -5%
SCA
709
Sippican Capital Advisors
Massachusetts
$322K – – –
GD
710
Grandfield & Dodd
New York
$320K – – –
WP
711
WMS Partners
Maryland
$317K -$17.7K -100 -5%
ESB
712
Essex Savings Bank
Connecticut
$316K – – –
PFS
713
Prospera Financial Services
Texas
$315K -$68.6K -388 -17%
FRA
714
Front Row Advisors
California
$313K – – –
AOWM
715
Alpha Omega Wealth Management
Virginia
$312K -$39.6K -224 -11%
EF
716
Empirical Finance
Pennsylvania
$311K +$18.6K +105 +6%
NIC
717
Northwest Investment Counselors
Oregon
$310K – – –
PHK
718
Point72 Hong Kong
Hong Kong
$310K +$324K +1,834 New
EFS
719
Essex Financial Services
Connecticut
$307K – – –
AFC
720
AFT Forsyth & Company
Florida
$306K – – –
MA
721
MUFG Americas
New York
$303K – – –
TF
722
Trek Financial
Arizona
$303K +$6.01K +34 +2%
CI
723
Conning Inc
Connecticut
$302K -$23K -130 -7%
ESBC
724
E.S. Barr & Co
Kentucky
$302K – – –
CAM
725
Cresset Asset Management
Illinois
$302K +$52.3K +296 +20%