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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
651
Park National Corp
Ohio
$218K +$189K +595 New
EI
652
Ethic Inc
New York
$211K +$183K +576 New
TSS
653
Two Sigma Securities
New York
$210K -$94.2K -297 -34%
SIM
654
Sonora Investment Management
Arizona
$210K
KP
655
Keel Point
Alabama
$210K +$182K +573 New
DWM
656
Darwin Wealth Management
Florida
$210K +$182K +574 New
CFGS
657
Concourse Financial Group Securities
Alabama
$207K +$42.8K +135 +32%
APP
658
Avantax Planning Partners
Iowa
$207K +$179K +565 New
CIP
659
Convergence Investment Partners
Florida
$206K +$178K +561 New
APA
660
American Portfolios Advisors
New York
$206K -$48.8K -154 -22%
NAS
661
Nicolet Advisory Services
Wisconsin
$205K +$177K +558 New
PGFC
662
Peapack-Gladstone Financial Corp
New Jersey
$205K +$178K +560 New
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$203K +$176K +555 New
WAM
664
Wealthspire Advisors (Maryland)
Maryland
$202K +$174K +550 New
WWM
665
Willingdon Wealth Management
North Carolina
$201K -$2.54K -8 -1%
CCM
666
Coldstream Capital Management
Washington
$200K +$173K +545 New
FMT
667
First Mercantile Trust
Tennessee
$186K -$3.17K -10 -2%
Bessemer Group
668
Bessemer Group
New Jersey
$184K +$86.9K +274 +120%
MS
669
Mizuho Securities
Japan
$183K +$159K +500 New
AA
670
Argent Advisors
Louisiana
$183K +$159K +502 New
HPC
671
HM Payson & Co
Maine
$181K
SFSIG
672
San Francisco Sentry Investment Group
California
$180K +$18.4K +58 +13%
PCM
673
Prelude Capital Management
New York
$170K +$10.1K +32 +7%
SBSB
674
Sullivan, Bruyette, Speros & Blaney
Virginia
$167K +$145K +457 New
CAW
675
Cornerstone Advisors (Washington)
Washington
$164K +$18.7K +59 +15%