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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
826
Cannon Financial Strategists
Georgia
$357K – – –
MSFS
827
Main Street Financial Solutions
Pennsylvania
$356K -$23.8K -109 -6%
Members Trust
828
Members Trust
Florida
$353K – – –
AF
829
Allworth Financial
California
$352K +$15.9K +73 +5%
CCA
830
Checchi Capital Advisers
California
$350K +$71.9K +330 +27%
TPCW
831
TD Private Client Wealth
New York
$349K -$16.6K -76 -4%
ZF
832
Zhang Financial
Michigan
$346K – – –
NG
833
Northstar Group
New York
$345K -$21.8K -100 -6%
TL
834
Tradewinds LLC
North Carolina
$344K +$349K +1,600 New
RTS
835
Round Table Services
New Jersey
$343K -$10.9K -50 -3%
MAM
836
Madison Asset Management
Wisconsin
$343K +$73K +335 +27%
TFF
837
The Family Firm
Maryland
$341K +$345K +1,583 New
CAM
838
Cypress Asset Management
Texas
$340K – – –
CPIA
839
Cornell Pochily Investment Advisors
New York
$339K -$27.2K -125 -7%
CT
840
Cambridge Trust
Massachusetts
$339K – – –
CFG
841
Cooper Financial Group
California
$338K -$6.1K -28 -2%
CFA
842
CWS Financial Advisors
Michigan
$338K +$1.96K +9 +0.6%
MA
843
MUFG Americas
New York
$337K -$49.5K -227 -13%
PA
844
Profund Advisors
Maryland
$336K -$115K -529 -25%
FNBTCON
845
First National Bank & Trust Co of Newtown
Pennsylvania
$335K – – –
CT
846
Coastline Trust
Rhode Island
$334K – – –
EWA
847
EP Wealth Advisors
California
$333K -$9.59K -44 -3%
KCM
848
Kanawha Capital Management
Virginia
$333K – – –
TTWM
849
TCV Trust & Wealth Management
Virginia
$333K – – –
NB
850
NBT Bank
New York
$333K +$338K +1,550 New