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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
551
Parcion Private Wealth
Washington
$269K -$70.2K -3,023 -23%
COI
552
Connable Office Inc
Michigan
$268K -$209K -9,009 -44%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$265K -$118K -5,100 -31%
GI
554
GAMCO Investors
Connecticut
$265K
WA
555
Winfield Associates
Ohio
$265K
RCAG
556
Rehmann Capital Advisory Group
Michigan
$263K +$14.5K +626 +6%
HSA
557
HBK Sorce Advisory
Pennsylvania
$262K -$3.76K -162 -1%
KWMG
558
King Wealth Management Group
Florida
$262K
TCOV
559
Trust Company of Vermont
Vermont
$262K
SIC
560
Samalin Investment Counsel
New York
$262K +$7.84K +338 +3%
AAM
561
Ascension Asset Management
New York
$259K
SCM
562
Stevens Capital Management
Pennsylvania
$259K +$11.2K +482 +5%
MWM
563
Modera Wealth Management
New Jersey
$259K +$260K +11,196 New
Capital Fund Management (CFM)
564
Capital Fund Management (CFM)
France
$259K +$260K +11,191 New
SHFA
565
SC&H Financial Advisors
Maryland
$255K +$255K +11,008 New
SACTSONJ
566
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$252K
MFG
567
Menard Financial Group
Texas
$250K -$8.15K -351 -3%
ATC
568
Argent Trust Co
Tennessee
$250K -$2.21K -95 -0.9%
AF
569
Advisornet Financial
Minnesota
$250K +$13.8K +594 +6%
AWM
570
Axxcess Wealth Management
California
$248K +$249K +10,723 New
HIP
571
HUB Investment Partners
Texas
$246K -$14.9K -642 -6%
Assenagon Asset Management
572
Assenagon Asset Management
Luxembourg
$246K -$5.99K -258 -2%
BAM
573
Belpointe Asset Management
Nevada
$245K -$8.21K -354 -3%
AT
574
American Trust
Kentucky
$244K +$245K +10,547 New
FMC
575
First Merchants Corp
Indiana
$243K