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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1026
Lindbrook Capital
California
$244K +$4.02K +22 +2%
HCA
1027
Hyperion Capital Advisors
New York
$243K +$225K +1,230 New
QFA
1028
Quantum Financial Advisors
California
$243K +$225K +1,229 New
Loomis, Sayles & Company
1029
Loomis, Sayles & Company
Massachusetts
$241K +$169K +923 +311%
FHB
1030
First Hawaiian Bank
Hawaii
$240K +$222K +1,215 New
JAG
1031
Journey Advisory Group
Kentucky
$238K +$220K +1,205 New
EP
1032
Edgestream Partners
New Jersey
$238K -$151K -824 -41%
PCG
1033
Prosperity Consulting Group
Maryland
$238K +$219K +1,200 New
CCB
1034
Country Club Bank
Missouri
$237K – – –
FTWA
1035
Fifth Third Wealth Advisors
Ohio
$237K – – –
SFG
1036
Summit Financial Group
West Virginia
$237K – – –
PCMC
1037
Paragon Capital Management (Colorado)
Colorado
$237K +$366 +2 +0.2%
BHWA
1038
Beacon Harbor Wealth Advisors
Virginia
$237K – – –
PCP
1039
Proficio Capital Partners
Massachusetts
$237K +$219K +1,197 New
NS
1040
NBC Securities
Alabama
$236K +$366 +2 +0.2%
NI
1041
NDVR Inc
Massachusetts
$234K +$216K +1,183 New
BIG
1042
Brooklyn Investment Group
New York
$233K -$16.3K -89 -7%
CNBT
1043
Canandaigua National Bank & Trust
New York
$233K – – –
PL
1044
Perpetual Ltd
Australia
$233K – – –
JF
1045
Joule Financial
Kentucky
$232K -$63.6K -348 -23%
SWA
1046
SOA Wealth Advisors
New York
$231K +$1.65K +9 +0.8%
RIM
1047
Reliant Investment Management
Tennessee
$231K – – –
FNT
1048
First National Trust
Pennsylvania
$231K -$10.6K -58 -5%
TW
1049
TrinityPoint Wealth
Connecticut
$230K +$213K +1,164 New
OC
1050
Opinicus Capital
Florida
$229K -$2.01K -11 -0.9%