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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
926
Canandaigua National Bank & Trust
New York
$317K -$2.08K -25 -0.6%
EA
927
Everpar Advisors
Oklahoma
$316K +$1.66K +20 +0.5%
PCS
928
Personal CFO Solutions
New Jersey
$316K -$29K -348 -8%
IAN
929
Integrated Advisors Network
Texas
$316K -$4.83K -58 -1%
FL
930
FreeGulliver LLC
Louisiana
$316K -$7.74K -93 -2%
CSIC
931
Clifford Swan Investment Counsel
California
$312K – – –
GWP
932
Gen-Wealth Partners
Michigan
$310K -$24.3K -292 -7%
1WA
933
180 Wealth Advisors
Washington
$308K -$4.66K -56 -1%
SOS
934
Silver Oak Securities
Tennessee
$308K +$33.3K +400 +12%
RF
935
Roxbury Financial
New Jersey
$307K +$289K +3,476 New
MPM
936
Meritage Portfolio Management
Kansas
$305K – – –
PFGIA
937
Patriot Financial Group Insurance Agency
Massachusetts
$305K -$2.08K -25 -0.7%
NI
938
NDVR Inc
Massachusetts
$304K +$20.9K +251 +7%
IAS
939
Insigneo Advisory Services
Florida
$303K +$308K +3,701 New
LWL
940
Leo Wealth LLC
Texas
$302K +$333 +4 +0.1%
TWP
941
Tempus Wealth Planning
California
$302K -$4.16K -50 -1%
ATPW
942
Ashton Thomas Private Wealth
Arizona
$301K +$305K +3,671 New
DA
943
Dover Advisors
Virginia
$299K – – –
EM
944
Excalibur Management
Massachusetts
$298K -$6.66K -80 -2%
WAL
945
W Advisors LLC
Tennessee
$297K +$5.24K +63 +2%
FCP
946
Fidelis Capital Partners
Florida
$297K +$19K +228 +7%
FAN
947
Financial Advisors Network
California
$296K +$301K +3,615 New
SB
948
Sunflower Bank
Texas
$293K +$16.5K +198 +6%
HI
949
Humankind Investments
New York
$293K -$27.3K -328 -8%
GSEP
950
Golden State Equity Partners
California
$292K +$36.1K +434 +14%