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Name Holding Trade Value Shares
Change
Change in
Stake
IP
776
Ignite Planners
California
$313K +$287K +1,583 New
CI
777
Conning Inc
Connecticut
$311K -$31.9K -176 -10%
ZF
778
Zhang Financial
Michigan
$311K +$543 +3 +0.2%
CT
779
Cambridge Trust
Massachusetts
$311K +$291K +1,605 New
MA
780
Montag & Associates
Georgia
$310K
AG
781
Ascent Group
Virginia
$310K +$280K +1,547 New
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$310K +$290K +1,600 New
CRI
783
Colonial River Investments
Virginia
$309K +$289K +1,596 New
PI
784
PFS Investments
Georgia
$309K +$289K +1,596 New
CAM
785
Cypress Asset Management
Texas
$306K -$7.24K -40 -2%
Luther King Capital Management (LKCM)
786
Luther King Capital Management (LKCM)
Texas
$302K -$30.1K -166 -10%
FNBTCON
787
First National Bank & Trust Co of Newtown
Pennsylvania
$301K
CT
788
Coastline Trust
Rhode Island
$300K
EWM
789
Evercore Wealth Management
New York
$300K
KCM
790
Kanawha Capital Management
Virginia
$300K
BFG
791
Barber Financial Group
Kansas
$300K +$11.2K +62 +4%
CGL
792
Clarius Group LLC
Washington
$300K +$37.5K +207 +15%
SFI
793
Siemens Fonds Invest
Germany
$299K -$1.09K -6 -0.4%
BFM
794
Boothbay Fund Management
New York
$299K +$280K +1,548 New
FC
795
Financial Consulate
Maryland
$298K +$543 +3 +0.2%
CFG
796
Cooper Financial Group
California
$297K +$2.72K +15 +1%
FWM
797
Frontier Wealth Management
Missouri
$296K +$2.17K +12 +0.8%
Lido Advisors
798
Lido Advisors
California
$296K +$278K +1,535 New
NFG
799
Northeast Financial Group
Pennsylvania
$295K
SFWC
800
Strategic Family Wealth Counselors
New Jersey
$295K