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Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
2151
ZWJ Investment Counsel
Georgia
$388K -$59K -164 -13%
MSFP
2152
Mark Sheptoff Financial Planning
Connecticut
$388K -$19.8K -55 -5%
KCIA
2153
Kingsbury Capital Investment Advisors
Illinois
$388K +$391K +1,087 New
CAM
2154
Claret Asset Management
Quebec, Canada
$387K -$21.6K -60 -5%
FIM
2155
Fernwood Investment Management
Massachusetts
$386K
TFA
2156
Tranquilli Financial Advisor
New Jersey
$384K +$41K +114 +12%
DOA
2157
D'Orazio & Associates
Virginia
$383K +$8.99K +25 +2%
NB
2158
NBT Bank
New York
$382K -$30.6K -85 -7%
AWM
2159
Aprio Wealth Management
Georgia
$382K -$3.6K -10 -0.9%
VCM
2160
Vivaldi Capital Management
Illinois
$382K +$719 +2 +0.2%
RFN
2161
Redwood Financial Network
Ohio
$382K +$384K +1,069 New
CWM
2162
Campbell Wealth Management
Virginia
$380K +$359 +1 +0.1%
MW
2163
MBL Wealth
North Carolina
$375K +$377K +1,050 New
SWAG
2164
Spectrum Wealth Advisory Group
California
$374K +$359 +1 +0.1%
SRC
2165
Sage Rhino Capital
California
$374K +$3.95K +11 +1%
TBA
2166
Tower Bridge Advisors
Pennsylvania
$374K +$376K +1,046 New
CP
2167
Camelot Portfolios
Ohio
$372K -$27K -75 -7%
SAMT
2168
Select Asset Management & Trust
Pennsylvania
$372K -$19.1K -53 -5%
DU
2169
Delphia (USA)
Ontario, Canada
$370K -$132K -366 -26%
CWA
2170
Consilio Wealth Advisors
Washington
$370K
FCA
2171
FinTrust Capital Advisors
South Carolina
$369K -$12.6K -35 -3%
AFA
2172
American Financial Advisors
Georgia
$369K
RCM
2173
Raleigh Capital Management
North Carolina
$368K
SCFS
2174
S.C. Financial Services
Arizona
$368K +$359 +1 +0.1%
SCA
2175
Stonebridge Capital Advisors
Minnesota
$368K +$11.5K +32 +3%