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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1176
Schiavi & Co
Delaware
$228K +$2.52K +29 +1%
PNC
1177
Park National Corp
Ohio
$227K
KIA
1178
KCM Investment Advisors
California
$227K
JPWM
1179
Jamison Private Wealth Management
Georgia
$226K
PWA
1180
Physician Wealth Advisors
Utah
$225K
SCI
1181
Silver Coast Investments
United States
$225K
PJSIMP
1182
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K
NL
1183
NWAM LLC
Washington
$224K +$214K +2,454 New
CCB
1184
Country Club Bank
Missouri
$223K +$215K +2,471 New
MA
1185
MCF Advisors
Kentucky
$221K +$12.1K +139 +6%
WPA
1186
West Paces Advisors
Georgia
$220K +$200K +2,297 +1,980%
LFA
1187
Legacy Financial Advisors
Kentucky
$219K +$209K +2,403 New
ERIM
1188
Eagle Ridge Investment Management
Connecticut
$219K +$209K +2,401 New
SAG
1189
SageView Advisory Group
California
$217K -$89.3K -1,026 -30%
FPGK
1190
Financial Partners Group (Kansas)
Kansas
$216K +$206K +2,371 New
MFG
1191
Magnus Financial Group
New York
$216K +$206K +2,370 New
ADL
1192
Asset Dedication LLC
California
$216K +$157K +1,802 +319%
AC
1193
Avestar Capital
New York
$216K +$206K +2,365 New
LMKC
1194
L.M. Kohn & Company
Ohio
$215K +$205K +2,355 New
PFPT
1195
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$205K +2,354 New
CG
1196
Clarus Group
Texas
$214K +$204K +2,350 New
FCH
1197
Freestone Capital Holdings
Washington
$213K -$825K -9,485 -80%
HSG
1198
Helen Stephens Group
Texas
$213K +$204K +2,340 New
GWSG
1199
GPS Wealth Strategies Group
Colorado
$213K
ITIM
1200
Indiana Trust & Investment Management
Indiana
$213K