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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
GSB Wealth Management
Connecticut
$277K
BBI
677
Baxter Bros Inc
Connecticut
$276K
CCM
678
Coldstream Capital Management
Washington
$276K +$16.2K +37 +6%
CT
679
Caldwell Trust
Florida
$275K
HWA
680
Heritage Wealth Advisors
Virginia
$275K
CCG
681
Cypress Capital Group
Florida
$272K -$12.2K -28 -4%
MAFM
682
Mid Atlantic Financial Management
Pennsylvania
$270K +$266K +610 New
KWA
683
KCS Wealth Advisory
California
$268K
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K -$306K -701 -54%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$267K -$2.62K -6 -1%
PWA
686
Pinnacle Wealth Advisors
Tennessee
$267K +$264K +604 New
ACM
687
Ativo Capital Management
Illinois
$266K -$10.9K -25 -4%
BFS
688
Bard Financial Services
Connecticut
$266K
LIA
689
LBMC Investment Advisors
Tennessee
$266K +$262K +600 New
NFG
690
Next Financial Group
Texas
$264K -$18.3K -42 -7%
ADL
691
Asset Dedication LLC
California
$263K +$87.8K +201 +51%
PFG
692
PAX Financial Group
Texas
$261K -$9.61K -22 -4%
BB
693
Bell Bank
North Dakota
$259K +$256K +586 New
SWP
694
Stratos Wealth Partners
Ohio
$258K +$28.8K +66 +13%
BBA
695
BLB&B Advisors
Pennsylvania
$257K -$6.99K -16 -3%
HCP
696
Hexagon Capital Partners
Arkansas
$256K +$96.6K +221 +62%
CSIA
697
Charles Schwab Investment Advisory
California
$255K -$1.75K -4 -0.7%
NAS
698
Nicolet Advisory Services
Wisconsin
$254K
RIA
699
Realta Investment Advisors
Delaware
$252K +$1.31K +3 +0.5%
OPS
700
Orion Portfolio Solutions
Nebraska
$250K +$3.5K +8 +1%