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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
826
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K -$4.11K -90 -2%
TPW
827
Transatlantique Private Wealth
New York
$242K +$2.74K +60 +1%
GRP
828
Global Retirement Partners
California
$240K +$59K +1,291 +36%
WPC
829
Wedmont Private Capital
Pennsylvania
$240K -$25.9K -567 -10%
LC
830
Lindbrook Capital
California
$240K +$36.9K +808 +20%
CFG
831
Citizens Financial Group
Rhode Island
$238K -$79.4K -1,737 -26%
Loomis, Sayles & Company
832
Loomis, Sayles & Company
Massachusetts
$237K -$106K -2,308 -32%
AWA
833
Acorn Wealth Advisors
Michigan
$236K +$10.3K +226 +5%
EI
834
Ellevest Inc
New York
$234K +$174K +3,804 +406%
AW
835
Atlas Wealth
Ohio
$233K – – –
HI
836
Harbour Investments
Wisconsin
$231K +$3.79K +83 +2%
PWPS
837
Pinnacle Wealth Planning Services
Ohio
$231K +$594 +13 +0.3%
PA
838
Procyon Advisors
Connecticut
$230K +$213K +4,661 New
CBFP
839
Cedar Brook Financial Partners
Ohio
$229K -$1.78K -39 -0.8%
EARNEST Partners
840
EARNEST Partners
Georgia
$226K – – –
OCG
841
Opus Capital Group
Ohio
$226K +$183 +4 +0.1%
PA
842
PFG Advisors
Arizona
$225K – – –
HPC
843
HM Payson & Co
Maine
$225K – – –
MA
844
MONECO Advisors
Connecticut
$223K +$207K +4,518 New
ACM
845
Advisors Capital Management
New Jersey
$221K +$205K +4,476 New
OIA
846
OneDigital Investment Advisors
Kansas
$220K +$203K +4,447 New
HIC
847
Holderness Investments Company
North Carolina
$219K +$203K +4,437 New
CAMG
848
CWA Asset Management Group
Florida
$217K -$35.8K -783 -15%
GC
849
Globeflex Capital
California
$217K – – –
SIC
850
Shoker Investment Counsel
Ohio
$217K +$201K +4,387 New