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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Connecticut Wealth Management
Connecticut
$286K -$93.7K -623 -25%
SC
852
Syon Capital
California
$285K -$39.7K -264 -12%
PWA
853
Phoenix Wealth Advisors
North Carolina
$285K
CIS
854
Capital International Sarl
California
$284K +$93.4K +621 +49%
MPM
855
MBB Public Markets
Illinois
$284K -$2.23M -14,793 -89%
LA
856
Legacy Advisors
Pennsylvania
$282K +$4.81K +32 +2%
AMG
857
Advisors Management Group
Wisconsin
$282K +$282K +1,876 New
FI
858
Fractal Investments
Connecticut
$281K
FCA
859
FinTrust Capital Advisors
South Carolina
$281K +$9.03K +60 +3%
AP
860
Appleton Partners
Massachusetts
$278K
BMC
861
Beaton Management Company
Massachusetts
$278K
NP
862
Nilsine Partners
Colorado
$277K +$4.06K +27 +1%
VIP
863
Vista Investment Partners
Oklahoma
$277K
CWP
864
Concord Wealth Partners
Virginia
$276K -$547K -3,639 -66%
A
865
Allianz
Germany
$274K -$260K -1,726 -49%
DWAM
866
Duncan Williams Asset Management
Tennessee
$271K +$272K +1,805 New
MCA
867
Magnolia Capital Advisors
Mississippi
$271K +$271K +1,802 New
DAS
868
Dynamic Advisor Solutions
Arizona
$271K -$21.1K -140 -7%
MJP
869
Michael J. Puzo
$271K
WFS
870
Widmann Financial Services
Maryland
$271K +$10.5K +70 +4%
CAMV
871
Concord Asset Management (Virginia)
Virginia
$269K -$539K -3,582 -67%
ONST
872
Old North State Trust
North Carolina
$269K -$17.8K -118 -6%
RCAG
873
Rehmann Capital Advisory Group
Michigan
$265K -$3.31K -22 -1%
SF
874
Summit Financial
New Jersey
$265K -$13.4K -89 -5%
FCP
875
Fidelis Capital Partners
Florida
$264K +$1.8K +12 +0.6%