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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
701
Proficio Capital Partners
Massachusetts
$298K +$4.36K +15 +1%
TCM
702
Tributary Capital Management
Nebraska
$295K -$2.9K -10 -0.8%
SS
703
Simplicity Solutions
Minnesota
$294K -$497K -1,711 -59%
CSI
704
Cross Staff Investments
New York
$292K
WB
705
Webster Bank
Connecticut
$292K
KSWA
706
Kathleen S. Wright Associates
Pennsylvania
$292K +$116K +400 +50%
Federated Hermes
707
Federated Hermes
Pennsylvania
$291K -$12.5K -43 -3%
AAP
708
Arax Advisory Partners
Colorado
$291K +$28.5K +98 +9%
BTWM
709
Baker Tilly Wealth Management
Wisconsin
$290K +$7.26K +25 +2%
NAM
710
NorthCrest Asset Manangement
Minnesota
$284K
AWM
711
AE Wealth Management
Kansas
$282K -$269K -927 -44%
CW
712
Connectus Wealth
Ohio
$281K -$581 -2 -0.2%
RCM
713
Regency Capital Management
Hawaii
$281K +$336K +1,156 New
SC
714
Savant Capital
Illinois
$280K -$79.3K -273 -19%
BCM
715
Boltwood Capital Management
California
$280K -$17.4K -60 -5%
FNBT
716
FineMark National Bank & Trust
Florida
$280K
SB
717
Sunflower Bank
Texas
$278K -$149K -514 -31%
TPCW
718
TD Private Client Wealth
New York
$276K +$23.8K +82 +8%
PAMG
719
Patton Albertson Miller Group
Tennessee
$269K
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$269K +$2.62K +9 +0.8%
SIM
721
Studio Investment Management
Illinois
$269K +$4.07K +14 +1%
SCA
722
Snowden Capital Advisors
New York
$266K -$85.1K -293 -21%
SIM
723
Sentry Investment Management
Wisconsin
$264K
RRC
724
Relaxing Retirement Coach
Massachusetts
$264K +$316K +1,088 New
BFS
725
Bradley Foster & Sargent
Connecticut
$262K -$108K -372 -26%