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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
801
Concord Wealth Partners
Virginia
$328K -$50.9K -796 -13%
ZF
802
Zhang Financial
Michigan
$327K
SCM
803
Shelton Capital Management
Colorado
$326K -$27K -423 -7%
APA
804
American Portfolios Advisors
New York
$325K -$11.7K -183 -3%
MCA
805
Morris Capital Advisors
Pennsylvania
$325K
NFG
806
Nations Financial Group
Iowa
$324K +$6.32K +99 +2%
DWM
807
Drive Wealth Management
Utah
$322K -$22K -344 -6%
HI
808
Harbour Investments
Wisconsin
$321K
SLAM
809
Swiss Life Asset Management
$320K -$20.6K -322 -6%
KCM
810
Kendall Capital Management
Maryland
$319K -$28.7K -450 -8%
HVIA
811
Hudson Valley Investment Advisors
New York
$319K +$13.2K +206 +4%
BCM
812
Brookstone Capital Management
Illinois
$318K +$325K +5,080 New
SWA
813
Sutton Wealth Advisors
Florida
$317K +$127K +1,995 +62%
DWT
814
Dorsey & Whitney Trust
South Dakota
$314K -$167K -2,613 -34%
SCP
815
Sender Company & Partners
New York
$314K +$330K +5,165 New
TPWA
816
TRUE Private Wealth Advisors
Oregon
$311K +$2.17K +34 +0.7%
NSIM
817
North Star Investment Management
Illinois
$310K
MW
818
Marcum Wealth
Ohio
$308K -$43.8K -685 -12%
UF
819
Univest Financial
Pennsylvania
$308K -$17.2K -270 -5%
OIA
820
Optimum Investment Advisors
Illinois
$306K
TNBTD
821
Trustmark National Bank Trust Department
Mississippi
$305K
SBF
822
Sara-Bay Financial
Florida
$303K
P
823
Pitcairn
Pennsylvania
$299K +$11.1K +173 +4%
MA
824
Mutual Advisors
Nebraska
$299K +$31K +485 +11%
PCS
825
Personal CFO Solutions
New Jersey
$298K -$2.56K -40 -0.8%