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Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
2251
Hemenway Trust Hemenway Trust
New Hampshire
$747K -$56.8K -605 -8%
SCM
2252
Sunbeam Capital Management
Georgia
$747K +$8.82K +94 +1%
KFAS
2253
Keating Financial Advisory Services
Kansas
$747K +$666K +7,099 New
LGA
2254
Lebenthal Global Advisors
New York
$747K -$32.6K -347 -5%
CBT
2255
Crews Bank & Trust
Florida
$747K -$76.8K -818 -10%
CTC
2256
Cetera Trust Company
Minnesota
$743K
PAS
2257
PKS Advisory Services
New York
$742K +$114K +1,214 +21%
SIC
2258
Samalin Investment Counsel
New York
$742K +$7.32K +78 +1%
PBO
2259
Peoples Bank (Ohio)
Ohio
$742K -$64.8K -690 -9%
RWS
2260
Resolute Wealth Strategies
Mississippi
$742K +$84.2K +897 +15%
APW
2261
Alliance Private Wealth
Massachusetts
$741K +$601K +6,400 New
WCM
2262
Washington Capital Management
Washington
$740K -$188K -2,000 -22%
ATS
2263
Ashton Thomas Securities
New York
$740K +$4.22K +45 +0.6%
RBWA
2264
RFG - Bristol Wealth Advisors
Massachusetts
$737K -$11.5K -122 -2%
FWM
2265
Focused Wealth Management
New York
$736K -$38.7K -412 -6%
AF
2266
Arrow Financial
New York
$736K +$939 +10 +0.1%
TWM
2267
TCFG Wealth Management
California
$733K +$94 +1 +0%
RPWA
2268
Regent Peak Wealth Advisors
Georgia
$732K +$56.3K +600 +9%
EIG
2269
Ellenbecker Investment Group
Wisconsin
$732K -$1.41K -15 -0.2%
CA
2270
Crumly & Associates
Illinois
$732K -$234K -2,491 -26%
CCM
2271
Cox Capital Management
Massachusetts
$731K -$94 -1 -0%
SP
2272
Successful Portfolios
Florida
$729K -$94 -1 -0%
BFC
2273
Bedel Financial Consulting
Indiana
$729K +$375 +4 +0.1%
TCM
2274
Traub Capital Management
Massachusetts
$728K
IWP
2275
Invenio Wealth Partners
Florida
$727K -$29.9K -318 -4%