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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$244K +$22.7K +599 +10%
PNC
702
Park National Corp
Ohio
$242K – – –
PPCM
703
Pillar Pacific Capital Management
California
$242K – – –
CIC
704
Carnegie Investment Counsel
Ohio
$240K -$37.5K -989 -13%
ACA
705
Aptus Capital Advisors
Alabama
$239K – – –
MAA
706
Mraz Amerine & Associates
California
$236K – – –
GC
707
Gilbert & Cook
Iowa
$236K +$22.2K +584 +10%
CFGS
708
Concourse Financial Group Securities
Alabama
$234K +$7.02K +185 +3%
DSC
709
Duncker Streett & Co
Missouri
$231K – – –
PP
710
Paloma Partners
Connecticut
$230K -$3.77M -99,410 -94%
EH
711
Equitable Holdings
New York
$230K +$235K +6,190 New
WAM
712
Wealthspire Advisors (Maryland)
Maryland
$227K +$8.5K +224 +4%
MMC
713
Mizuho Markets Cayman
Cayman Islands
$224K -$232K -6,105 -50%
IWM
714
IHT Wealth Management
Illinois
$224K +$228K +6,019 New
CCM
715
Covington Capital Management
California
$223K -$56.9K -1,500 -20%
FBC
716
Fairfield, Bush & Co
Connecticut
$223K – – –
WIA
717
Wealthstreet Investment Advisors
Texas
$223K – – –
HA
718
H2O AM
United Kingdom
$220K – – –
FFS
719
Founders Financial Securities
Maryland
$218K +$14.2K +374 +7%
LBD
720
Landsberg Bennett & Dubbaneh
Florida
$218K +$225K +5,923 New
KCM
721
Kendall Capital Management
Maryland
$215K – – –
OPA
722
Old Port Advisors
Maine
$215K +$219K +5,783 New
WSC
723
Wellington Shields & Co
New York
$214K -$3.64K -96 -2%
PTP
724
Platform Technology Partners
New York
$214K +$1.37K +36 +0.6%
BMA
725
Brooks Moore & Associates
Tennessee
$213K +$1.9K +50 +0.9%