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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1751
Syntal Capital Partners
Texas
$582K -$61.3K -800 -10%
SP
1752
Successful Portfolios
Florida
$582K -$8.88K -116 -2%
DAM
1753
Deltec Asset Management
New York
$581K
PWPS
1754
Pinnacle Wealth Planning Services
Ohio
$581K +$63.1K +824 +13%
CFS
1755
CRA Financial Services
New Jersey
$579K -$11.6K -152 -2%
ZB
1756
Zions Bancorporation
Utah
$577K -$119K -1,557 -18%
BA
1757
Bristlecone Advisors
Washington
$577K +$552K +7,206 New
PMFA
1758
Plante Moran Financial Advisors
Michigan
$575K +$15.8K +207 +3%
MCM
1759
McRae Capital Management
New Jersey
$575K +$56.4K +737 +11%
CC
1760
Cornerstone Capital
California
$574K
BOS
1761
Bingham Osborn & Scarborough
California
$573K +$39.7K +518 +8%
BST
1762
Bath Savings Trust
Maine
$570K +$220K +2,877 +68%
PP
1763
PagnatoKarp Partners
Virginia
$569K -$20.3K -265 -4%
HC
1764
Hourglass Capital
Texas
$567K -$14.9K -194 -3%
DWM
1765
Destination Wealth Management
California
$565K -$217K -2,829 -29%
SG
1766
StoneX Group
New York
$565K +$11K +144 +2%
MSFP
1767
Mark Sheptoff Financial Planning
Connecticut
$562K +$77 +1 +0%
FFA
1768
Fragasso Financial Advisors
Pennsylvania
$561K +$34.4K +449 +7%
RWM
1769
Ritholtz Wealth Management
New York
$559K -$11.9K -155 -2%
BLAM
1770
Bourne Lent Asset Management
New York
$559K
LA
1771
LexAurum Advisors
Kansas
$559K
CCA
1772
Conestoga Capital Advisors
Pennsylvania
$558K
RAM
1773
Redmond Asset Management
Virginia
$555K +$8.88K +116 +2%
MA
1774
MCF Advisors
Kentucky
$553K
WAAG
1775
Wealth Alliance Advisory Group
Kansas
$552K +$995 +13 +0.2%