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Name Holding Trade Value Shares
Change
Change in
Stake
WVP
1126
Worth Venture Partners
New Jersey
$361K +$352K +2,970 New
PG
1127
Patten Group
Tennessee
$358K -$4.27K -36 -1%
ACI
1128
Alpha Cubed Investments
California
$358K +$24.4K +206 +8%
EAM
1129
Eagle Asset Management
Florida
$354K +$10.6K +89 +3%
HA
1130
Harfst & Associates
Wyoming
$353K +$129K +1,087 +60%
JFGIW
1131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$348K -$242K -2,041 -42%
HFM
1132
Hartford Financial Management
Connecticut
$348K – – –
AHC
1133
Adell Harriman & Carpenter
Texas
$347K – – –
AT
1134
Arden Trust
Delaware
$345K -$5.1K -43 -1%
PSC
1135
Prentiss Smith & Co
Vermont
$345K – – –
KWMG
1136
King Wealth Management Group
Florida
$344K – – –
MCWS
1137
McKinley Carter Wealth Services
West Virginia
$344K +$237 +2 +0.1%
CA
1138
Cetera Advisors
Colorado
$340K -$53.4K -450 -14%
MC
1139
Middleton & Co
Massachusetts
$340K -$18.4K -155 -5%
RMDI
1140
R.M. Davis Inc
Maine
$339K +$66.5K +561 +25%
FC
1141
Ferris Capital
Massachusetts
$337K +$329K +2,772 New
KFS
1142
Kissinger Financial Services
Maryland
$333K -$17.9K -151 -5%
ACS
1143
Archford Capital Strategies
Illinois
$327K +$26.9K +227 +9%
NDSI
1144
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$41.5K +350 +15%
CFG
1145
Citizens Financial Group
Rhode Island
$325K -$27.2K -229 -8%
OCM
1146
One Capital Management
California
$322K +$15.4K +130 +5%
WPW
1147
Waldron Private Wealth
Pennsylvania
$321K -$554K -4,671 -64%
CCP
1148
Corient Capital Partners
California
$321K -$2.97K -25 -0.9%
DIA
1149
Denver Investment Advisors
Colorado
$321K +$313K +2,642 New
Truist Financial
1150
Truist Financial
North Carolina
$320K -$40.7K -343 -12%