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Name Holding Trade Value Shares
Change
Change in
Stake
EPA
701
Element Pointe Advisors
Florida
$235K
PB
702
Pinnacle Bancorp
Nebraska
$234K
SCA
703
Snowden Capital Advisors
New York
$234K +$8.09K +120 +4%
TWA
704
TCI Wealth Advisors
Arizona
$233K +$337 +5 +0.1%
HNB
705
Huntington National Bank
Ohio
$232K -$41K -609 -15%
WP
706
WealthSource Partners
California
$232K +$227K +3,372 New
TW
707
Transform Wealth
Colorado
$230K +$225K +3,341 New
CRWM
708
Castle Rock Wealth Management
California
$227K +$222K +3,299 New
FPS
709
Fieldpoint Private Securities
Connecticut
$225K +$119K +1,768 +118%
CG
710
Caprock Group
Idaho
$222K -$354K -5,255 -62%
EWM
711
Evercore Wealth Management
New York
$220K -$14K -208 -6%
SAM
712
SignalPoint Asset Management
Missouri
$219K +$607 +9 +0.3%
IB
713
Intrust Bank
Kansas
$219K +$21.6K +320 +11%
CMBA
714
C.M. Bidwell & Associates
Hawaii
$218K -$2.36K -35 -1%
DWM
715
Doyle Wealth Management
Florida
$218K +$1.08K +16 +0.5%
KIA
716
KCM Investment Advisors
California
$216K -$18.5K -275 -8%
I
717
INVST
Indiana
$215K -$47.3K -702 -19%
S
718
SignatureFD
Georgia
$215K -$14.3K -212 -6%
IC
719
Intersect Capital
California
$215K
MCM
720
Monarch Capital Management
Indiana
$214K
CCB
721
Cutter & Co Brokerage
Missouri
$214K +$202 +3 +0.1%
Jones Financial Companies
722
Jones Financial Companies
Missouri
$213K -$2.22K -33 -1%
PFPT
723
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K +$183K +2,709 +713%
BONST
724
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$1.01K +15 +0.5%
CA
725
Claro Advisors
Massachusetts
$207K +$2.09K +31 +1%