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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1126
Lee Financial
Texas
$310K +$311K +3,000 New
AWMF
1127
Arbor Wealth Management (Florida)
Florida
$309K -$1.03K -10 -0.3%
CA
1128
Cetera Advisors
Colorado
$308K +$13K +126 +4%
CCA
1129
Conestoga Capital Advisors
Pennsylvania
$307K – – –
CA
1130
Clearstead Advisors
Ohio
$306K +$307K +2,962 New
CFG
1131
Citizens Financial Group
Rhode Island
$305K – – –
MC
1132
Middleton & Co
Massachusetts
$305K – – –
LBC
1133
Lowe Brockenbrough & Co
Virginia
$303K – – –
FHA
1134
Flagship Harbor Advisors
Massachusetts
$303K +$287K +2,769 New
PG
1135
Patten Group
Tennessee
$302K +$285K +2,754 New
FHB
1136
First Hawaiian Bank
Hawaii
$301K +$72.6K +701 +32%
GCAC
1137
Guardian Capital Advisors (Canada)
Ontario, Canada
$295K -$97.3K -940 -25%
AHC
1138
Adell Harriman & Carpenter
Texas
$295K +$31.1K +300 +12%
PSC
1139
Prentiss Smith & Co
Vermont
$294K +$9.73K +94 +3%
CCP
1140
Corient Capital Partners
California
$293K -$254K -2,450 -46%
MCWS
1141
McKinley Carter Wealth Services
West Virginia
$292K -$20.3K -196 -6%
KWMG
1142
King Wealth Management Group
Florida
$292K – – –
BBNB
1143
Baker Boyer National Bank
Washington
$287K +$207 +2 +0.1%
PHAM
1144
Palisades Hudson Asset Management
Florida
$280K +$22.5K +217 +9%
BB
1145
Bell Bank
North Dakota
$276K +$414 +4 +0.1%
FMII
1146
Farmers & Merchants Investments Inc
Nebraska
$275K – – –
ICOA
1147
Investment Centers of America
North Dakota
$270K -$67.4K -651 -20%
JMFC
1148
J.M. Forbes & Co
Massachusetts
$269K – – –
OCM
1149
One Capital Management
California
$268K – – –
DIA
1150
Dana Investment Advisors
Wisconsin
$268K +$24K +232 +10%