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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1176
Stablepoint Partners
Massachusetts
$228K – – –
APA
1177
Astoria Portfolio Advisors
New York
$228K +$205K +2,357 New
SC
1178
Schiavi & Co
Delaware
$228K +$2.52K +29 +1%
Park National Corp
1179
Park National Corp
Ohio
$227K – – –
KIA
1180
KCM Investment Advisors
California
$227K – – –
JPWM
1181
Jamison Private Wealth Management
Georgia
$226K – – –
PWA
1182
Physician Wealth Advisors
Utah
$225K – – –
SCI
1183
Silver Coast Investments
United States
$225K – – –
PJSIMP
1184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K – – –
NL
1185
NWAM LLC
Washington
$224K +$214K +2,454 New
CCB
1186
Country Club Bank
Missouri
$223K +$215K +2,471 New
MCF Advisors
1187
MCF Advisors
Kentucky
$221K +$12.1K +139 +6%
WPA
1188
West Paces Advisors
Georgia
$220K +$200K +2,297 +1,980%
LFA
1189
Legacy Financial Advisors
Kentucky
$219K +$209K +2,403 New
ERIM
1190
Eagle Ridge Investment Management
Connecticut
$219K +$209K +2,401 New
SageView Advisory Group
1191
SageView Advisory Group
California
$217K -$89.3K -1,026 -30%
FPGK
1192
Financial Partners Group (Kansas)
Kansas
$216K +$206K +2,371 New
MFG
1193
Magnus Financial Group
New York
$216K +$206K +2,370 New
ADL
1194
Asset Dedication LLC
California
$216K +$157K +1,802 +319%
AC
1195
Avestar Capital
New York
$216K +$206K +2,365 New
LMKC
1196
L.M. Kohn & Company
Ohio
$215K +$205K +2,355 New
Pinnacle Financial Partners (Tennessee)
1197
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$205K +2,354 New
CG
1198
Clarus Group
Texas
$214K +$204K +2,350 New
Freestone Capital Holdings
1199
Freestone Capital Holdings
Washington
$213K -$825K -9,485 -80%
HSG
1200
Helen Stephens Group
Texas
$213K +$204K +2,340 New