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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$233K -$40.1K -190 -14%
BW
677
Basepoint Wealth
Iowa
$232K -$39K -185 -14%
CIA
678
Choate Investment Advisors
Massachusetts
$231K +$242K +1,148 New
CFB
679
Cullen/Frost Bankers
Texas
$229K -$56.1K -266 -19%
CAG
680
Crestwood Advisors Group
Massachusetts
$228K +$239K +1,135 New
Cohen & Steers
681
Cohen & Steers
New York
$225K -$38.6K -183 -14%
AWA
682
Arkadios Wealth Advisors
Georgia
$224K +$11.2K +53 +5%
TNB
683
Thomasville National Bank
Georgia
$220K -$38K -180 -14%
SAM
684
Satovsky Asset Management
New York
$220K -$36.9K -175 -14%
CIC
685
Chilton Investment Company
Connecticut
$220K -$78.3K -371 -25%
MW
686
Marcum Wealth
Ohio
$219K -$20.7K -98 -8%
HI
687
Hudock Inc
Pennsylvania
$218K -$54.4K -258 -19%
CA
688
Continuum Advisory
Idaho
$216K -$142K -671 -38%
RWB
689
RMR Wealth Builders
New Jersey
$216K -$37.1K -176 -14%
TFA
690
Transamerica Financial Advisors
Florida
$216K -$69.4K -329 -24%
PB
691
Pinnacle Bancorp
Nebraska
$215K -$49.4K -234 -18%
CGL
692
Clarius Group LLC
Washington
$213K -$47.2K -224 -17%
GWSG
693
GPS Wealth Strategies Group
Colorado
$212K -$14.8K -70 -6%
CPA
694
Capital Planning Advisors
California
$210K -$36.1K -171 -14%
NC
695
NinePointTwo Capital
California
$210K -$36.1K -171 -14%
MFG
696
Merit Financial Group
Georgia
$210K -$85.2K -404 -28%
CS
697
Comerica Securities
Michigan
$209K -$25.1K -119 -10%
CCA
698
Checchi Capital Advisers
California
$208K -$32.9K -156 -13%
MWM
699
Modera Wealth Management
New Jersey
$207K -$34K -161 -14%
TAM
700
Trust Asset Management
Texas
$207K -$35.6K -169 -14%