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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
701
Ingalls & Snyder LLC
New York
$285K
SAM
702
Satovsky Asset Management
New York
$285K +$3.98K +15 +1%
SI
703
Stephens Inc
Arkansas
$285K +$1.86K +7 +0.6%
PA
704
Pinnacle Associates
New York
$282K +$11.2K +42 +4%
PWW
705
Pettyjohn Wood & White
Virginia
$282K +$8.23K +31 +3%
CFG
706
Carr Financial Group
Massachusetts
$282K +$797 +3 +0.3%
BM
707
Belfer Management
New York
$281K -$32.4K -122 -10%
NWM
708
Northcape Wealth Management
New York
$276K
PB
709
Pinnacle Bancorp
Nebraska
$274K
MYIA
710
Mount Yale Investment Advisors
Colorado
$273K -$51.8K -195 -15%
IP
711
Indivisible Partners
Florida
$264K +$279K +1,052 New
VAS
712
Vestmark Advisory Solutions
Massachusetts
$263K -$215K -808 -44%
FTWA
713
Fifth Third Wealth Advisors
Ohio
$263K -$2.92K -11 -1%
UIA
714
Ulland Investment Advisors
Minnesota
$262K
MG
715
Mather Group
Illinois
$260K -$13.5K -51 -5%
PFA
716
Pure Financial Advisors
California
$260K +$4.78K +18 +2%
LFAS
717
Level Four Advisory Services
Texas
$259K -$13K -49 -5%
FHA
718
Flagship Harbor Advisors
Massachusetts
$259K -$11.2K -42 -4%
OC
719
Oppenheimer & Co
New York
$258K -$87.4K -329 -24%
AIM
720
Athena Investment Management
California
$258K
CI
721
CX Institutional
Indiana
$255K +$11.2K +42 +4%
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$255K +$33.5K +126 +14%
JIC
723
Johnson Investment Counsel
Ohio
$254K +$2.92K +11 +1%
IFWM
724
Institute for Wealth Management
Colorado
$252K -$2.13K -8 -0.8%
MSWM
725
McGlone Suttner Wealth Management
Wisconsin
$252K +$1.33K +5 +0.5%