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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
326
Cassady Schiller Wealth Management
Ohio
$3.11K
HIA
327
Harbor Investment Advisory
Maryland
$3.03K
BC
328
Broadwater Capital
Massachusetts
$2.97K
CCM
329
Chilton Capital Management
Texas
$2.97K
HI
330
Harbour Investments
Wisconsin
$2.85K
LI
331
LRI Investments
Florida
$2.77K +$2.65K +140 New
WTA
332
Washington Trust Advisors
Massachusetts
$2.63K
PWMG
333
Private Wealth Management Group
New Jersey
$2.02K +$1.44K +76 +292%
CMP
334
Coston McIsaac & Partners
Maine
$2K
NS
335
NBC Securities
Alabama
$2K
CTC
336
Central Trust Company
Missouri
$1.98K
FP
337
Financial Perspectives
Minnesota
$1.98K
TF
338
Tompkins Financial
New York
$1.98K
HNB
339
Huntington National Bank
Ohio
$1.98K +$1.9K +100 New
NIC
340
Northwest Investment Counselors
Oregon
$1.98K +$1.9K +100 New
CFFP
341
Center for Financial Planning
Michigan
$1.92K
SWM
342
Sanctuary Wealth Management
Idaho
$1.92K
SIC
343
SJS Investment Consulting
Ohio
$1.9K -$19 -1 -1%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$1.78K
CB
345
CNB Bank
Pennsylvania
$1.74K
PCFFS
346
Pacific Center for Financial Services
California
$1.23K
IA
347
IFP Advisors
Florida
$1.15K +$1.1K +58 New
RTL
348
Red Tortoise LLC
Georgia
$1.13K
KFS
349
Kelly Financial Services
Massachusetts
$1.09K
RBC
350
Roble Belko & Company
Pennsylvania
$1K