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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
726
Marble Harbor Investment Counsel
Massachusetts
$249K -$18.7K -200 -7%
CFB
727
Cullen/Frost Bankers
Texas
$249K +$10.6K +113 +5%
MCA
728
Mercer Capital Advisers
New Jersey
$247K +$23.4K +250 +11%
IA
729
Inspire Advisors
Idaho
$246K -$41.5K -444 -15%
LAM
730
L2 Asset Management
Massachusetts
$246K +$4.3K +46 +2%
AO
731
Advisor OS
Illinois
$245K +$239K +2,551 New
KMWM
732
Keudell/Morrison Wealth Management
Oregon
$244K -$1.78K -19 -0.7%
AssetMark Inc
733
AssetMark Inc
California
$242K -$62.7K -670 -21%
SW
734
SteelPeak Wealth
California
$241K +$235K +2,508 New
IC
735
IEQ Capital
California
$240K +$234K +2,497 New
PIM
736
Penobscot Investment Management
Massachusetts
$240K +$234K +2,500 New
DT
737
Diversified Trust
Tennessee
$237K -$313K -3,344 -58%
TYCC
738
Texas Yale Capital Corp
Florida
$236K +$230K +2,460 New
RWA
739
Redhawk Wealth Advisors
Minnesota
$236K +$231K +2,464 New
IC
740
Intersect Capital
California
$236K +$231K +2,465 New
SF
741
Synovus Financial
Georgia
$235K +$229K +2,452 New
DL
742
DOHJ LLC
Washington
$234K +$228K +2,442 New
BHWA
743
Beacon Harbor Wealth Advisors
Virginia
$230K +$225K +2,400 New
CWC
744
Carolinas Wealth Consulting
North Carolina
$227K +$156K +1,672 +242%
WG
745
Winton Group
United Kingdom
$226K -$525K -5,607 -70%
EA
746
Emerald Advisors
Washington
$222K +$217K +2,316 New
WP
747
WMS Partners
Maryland
$222K +$217K +2,317 New
ATC
748
Adirondack Trust Company
New York
$221K – – –
FAIM
749
Financial Advocates Investment Management
Washington
$221K +$215K +2,302 New
WCAMG
750
Woodard & Company Asset Management Group
North Carolina
$221K +$216K +2,305 New