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Name Holding Trade Value Shares
Change
Change in
Stake
CS
926
Cannell & Spears
New York
$339K -$189 -1 -0.1%
EM
927
Excalibur Management
Massachusetts
$337K +$754 +4 +0.2%
RWP
928
Revolve Wealth Partners
New Jersey
$336K +$361K +1,914 New
TFA
929
Transamerica Financial Advisors
Florida
$335K -$86.9K -461 -19%
EC
930
Enhancing Capital
Pennsylvania
$335K +$45.1K +239 +14%
BWL
931
Bogart Wealth LLC
Virginia
$335K +$3.96K +21 +1%
IP
932
Ignite Planners
California
$333K +$10.7K +57 +3%
NP
933
NorthRock Partners
Minnesota
$332K -$566 -3 -0.2%
MWM
934
Mission Wealth Management
California
$330K -$161K -855 -31%
CA
935
Calton & Associates
Florida
$329K +$354K +1,877 New
HCM
936
Hall Capital Management
Rhode Island
$329K – – –
CT
937
Chicago Trust
Illinois
$328K +$47.3K +251 +15%
PWP
938
Principle Wealth Partners
Connecticut
$328K – – –
MAA
939
Mraz Amerine & Associates
California
$326K -$47.9K -254 -12%
TA
940
Townsend & Associates
Colorado
$326K – – –
PA
941
Pinnacle Associates
New York
$326K -$24.7K -131 -7%
DO
942
denkapparat Operations
Germany
$325K +$350K +1,854 New
SCA
943
Sippican Capital Advisors
Massachusetts
$325K – – –
CIAS
944
Capital Investment Advisory Services
North Carolina
$324K +$22.3K +118 +7%
PA
945
Profund Advisors
Maryland
$322K -$38.7K -205 -10%
PCM
946
Parsons Capital Management
Rhode Island
$321K – – –
WFI
947
West Family Investments
California
$320K -$8.49K -45 -2%
WTB
948
Washington Trust Bank
Washington
$319K +$146K +776 +75%
CC
949
Courier Capital
New York
$318K -$2.07K -11 -0.6%
GD
950
Grandfield & Dodd
New York
$314K – – –