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Name Holding Trade Value Shares
Change
Change in
Stake
NWP
776
Northstar Wealth Partners
Connecticut
$336K – – –
Carson Wealth (CWM LLC)
777
Carson Wealth (CWM LLC)
Nebraska
$334K – – –
FFC
778
First Financial Corp
Indiana
$333K – – –
HPWM
779
Highland Private Wealth Management
Washington
$333K +$2.02K +10 +0.6%
Bessemer Group
780
Bessemer Group
New Jersey
$331K +$7.05K +35 +2%
KFC
781
Klingenstein Fields & Co
New York
$327K -$5.04K -25 -2%
CBU
782
CIBC Bank USA
Illinois
$324K +$31K +154 +11%
RC
783
RegentAtlantic Capital
New Jersey
$320K +$64.3K +319 +27%
QI
784
Qtron Investments
Massachusetts
$320K +$303K +1,502 New
BIM
785
Bridges Investment Management
Nebraska
$319K -$1.61K -8 -0.5%
AP
786
Atwood & Palmer
Missouri
$319K – – –
BHA
787
Beech Hill Advisors
New York
$319K – – –
GFS
788
GYL Financial Synergies
Connecticut
$319K +$19.7K +98 +7%
AWM
789
AllSquare Wealth Management
New York
$318K – – –
AWM
790
Aberdeen Wealth Management
Illinois
$316K +$299K +1,485 New
SC
791
Savant Capital
Illinois
$314K +$13.1K +65 +5%
PS
792
Portfolio Solutions
Michigan
$309K – – –
IA
793
IFP Advisors
Florida
$308K -$800K -3,972 -73%
PB
794
Pinnacle Bancorp
Nebraska
$308K -$7.05K -35 -2%
MCM
795
Mitchell Capital Management
Kansas
$307K -$2.62K -13 -0.9%
ATIA
796
American Trust Investment Advisors
New Hampshire
$307K – – –
HCA
797
Hyperion Capital Advisors
New York
$306K +$290K +1,437 New
WMA
798
Wealth Management Associates
New Jersey
$304K – – –
SS
799
Sunbelt Securities
Texas
$304K +$11.7K +58 +4%
SEEDPG
800
S.E.E.D. Planning Group
New York
$303K +$286K +1,421 New