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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1551
Humankind Investments
New York
$208K -$3.52K -41 -2%
KAS
1552
KPP Advisory Services
Kentucky
$208K +$228K +2,654 New
CWP
1553
Corepath Wealth Partners
Arizona
$208K – – –
EW
1554
Evoke Wealth
California
$208K -$88.6K -1,032 -28%
WHG
1555
Westwood Holdings Group
Texas
$207K +$227K +2,649 New
FNT
1556
First Nebraska Trust
Nebraska
$207K +$3.69K +43 +2%
DTC
1557
Davidson Trust Company
Washington
$206K -$5.07K -59 -2%
SSG
1558
Summit Securities Group
New York
$206K -$1.13M -13,167 -83%
HAG
1559
HF Advisory Group
Maryland
$205K -$59.4K -692 -21%
SAM
1560
S.A. Mason
Michigan
$205K +$1.03K +12 +0.5%
WP
1561
WealthPLAN Partners
Nebraska
$203K +$18.2K +212 +9%
EW
1562
Element Wealth
Mississippi
$203K +$6.53K +76 +3%
AT
1563
Arvest Trust
Oklahoma
$203K +$10.2K +119 +5%
BDFN
1564
Bond & Devick Financial Network
Minnesota
$202K -$8.16K -95 -4%
EAM
1565
Evanson Asset Management
California
$202K -$102K -1,184 -31%
HNWAG
1566
High Net Worth Advisory Group
Florida
$202K – – –
PCMK
1567
Paragon Capital Management (Kansas)
Kansas
$201K -$1.54K -18 -0.7%
TC
1568
Telemus Capital
Michigan
$201K -$20.8K -242 -9%
PA
1569
PSI Advisors
Florida
$201K +$35.1K +409 +19%
TFA
1570
Transamerica Financial Advisors
Florida
$201K +$4.72K +55 +2%
FBB
1571
Fulton Breakefield Broenniman
Maryland
$201K -$161K -1,875 -42%
MCCA
1572
Mill Creek Capital Advisors
Pennsylvania
$201K -$19K -221 -8%
QT
1573
Quantbot Technologies
New York
$201K -$2.47M -28,783 -92%
LF
1574
Lantz Financial
Illinois
$201K +$2.66K +31 +1%
PGAM
1575
Princeton Global Asset Management
New Jersey
$200K – – –