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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Endurance Wealth Management
Rhode Island
$370K – – –
Jump Financial
852
Jump Financial
Illinois
$369K -$1.17M -4,764 -77%
OBGC
853
O'Brien Greene & Co
Pennsylvania
$369K -$30.7K -125 -8%
AWM
854
Aries Wealth Management
Maine
$369K +$16.2K +66 +5%
TCOO
855
Trust Company of Oklahoma
Oklahoma
$369K – – –
EFS
856
Essex Financial Services
Connecticut
$367K +$67.5K +275 +25%
PB
857
Pinnacle Bancorp
Nebraska
$365K – – –
PP
858
Patron Partners
Texas
$365K +$340K +1,387 New
MPCG
859
Matrix Private Capital Group
New York
$364K – – –
THWM
860
Taylor Hoffman Wealth Management
Virginia
$364K – – –
FNFDCM
861
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$364K +$7.36K +30 +2%
Haverford Trust Company
862
Haverford Trust Company
Pennsylvania
$362K -$20.1K -82 -6%
TAM
863
Taurus Asset Management
New York
$362K – – –
GP
864
Girard Partners
Pennsylvania
$357K -$107K -435 -24%
Avior Wealth Management
865
Avior Wealth Management
Nebraska
$357K +$4.42K +18 +1%
NB
866
Northwest Bancshares
Pennsylvania
$356K – – –
MNBTD
867
Moody National Bank Trust Division
Texas
$354K -$14.2K -58 -4%
RCA
868
Resonant Capital Advisors
Wisconsin
$352K -$52.5K -214 -14%
PS
869
Portfolio Strategies
New York
$350K – – –
KFGK
870
Keystone Financial Group (Kentucky)
Kentucky
$348K +$1.96K +8 +0.6%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$347K -$76.6K -312 -19%
SCS
872
Syquant Capital SAS
France
$347K +$326K +1,330 New
PCP
873
Proficio Capital Partners
Massachusetts
$345K -$21.6K -88 -6%
HC
874
Henshaw Capital
Massachusetts
$345K – – –
EAM
875
Evanson Asset Management
California
$343K +$56.4K +230 +21%