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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
801
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K -$3.4K -7 -1%
HAS
802
HBW Advisory Services
California
$239K +$240K +493 New
JWM
803
Janiczek Wealth Management
Colorado
$234K +$74.9K +154 +49%
GAA
804
Global Assets Advisory
Florida
$234K +$204K +419 New
CCT
805
Capital City Trust
Florida
$233K
SLG
806
Stanley-Laman Group
Pennsylvania
$233K
CCM
807
Copeland Capital Management
Pennsylvania
$233K +$486 +1 +0.2%
FPA
808
First Pacific Advisors
California
$230K
ASBI
809
American State Bank (Iowa)
Iowa
$229K
CIP
810
Convergence Investment Partners
Florida
$228K -$12.6K -26 -5%
MIAS
811
Mason Investment Advisory Services
Virginia
$228K +$15.1K +31 +7%
FRM
812
Fox Run Management
Connecticut
$226K +$226K +465 New
ST
813
Smithfield Trust
Pennsylvania
$224K +$99.2K +204 +78%
IAIM
814
International Assets Investment Management
Florida
$224K +$224K +461 New
KWM
815
Kingsview Wealth Management
Oregon
$223K +$223K +459 New
GA
816
GraniteShares Advisors
New York
$221K -$24.3K -50 -10%
NP
817
NorthRock Partners
Minnesota
$219K -$6.32K -13 -3%
GL
818
Graypoint LLC
New York
$219K +$220K +452 New
RPCONE
819
Retirement Planning Company of New England
Rhode Island
$218K -$48.6K -100 -18%
PCA
820
Pallas Capital Advisors
Massachusetts
$218K +$188K +387 New
WIA
821
Westbourne Investment Advisors
Maryland
$216K
KIA
822
KCM Investment Advisors
California
$216K +$216K +445 New
RPWA
823
Regent Peak Wealth Advisors
Georgia
$215K +$973 +2 +0.5%
AI
824
AXS Investments
New York
$214K -$41.8K -86 -16%
CAC
825
Certified Advisory Corp
Florida
$213K