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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
1251
Summit X LLC
Missouri
$255K +$7.26K +71 +3%
BFA
1252
Beaumont Financial Advisors
Massachusetts
$255K +$2.56K +25 +1%
TC
1253
Truvestments Capital
Florida
$255K +$921 +9 +0.4%
WPA
1254
West Paces Advisors
Georgia
$254K +$11.7K +114 +5%
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K
OBWG
1256
Onyx Bridge Wealth Group
New York
$253K
SC
1257
Schiavi & Co
Delaware
$253K +$2.35K +23 +0.9%
B
1258
Bellecapital
Switzerland
$253K
AF
1259
AtlasMark Financial
Texas
$253K
SP
1260
Stablepoint Partners
Massachusetts
$252K
SQA
1261
Simon Quick Advisors
New Jersey
$251K +$256K +2,502 New
VFM
1262
Vision Financial Markets
Connecticut
$251K +$256K +2,499 New
PNC
1263
Park National Corp
Ohio
$250K
CCB
1264
Country Club Bank
Missouri
$249K
YLHM
1265
Yelin Lapidot Holdings Management
Israel
$249K +$254K +2,480 New
BCA
1266
Bay Capital Advisors
Virginia
$249K +$253K +2,478 New
JPWM
1267
Jamison Private Wealth Management
Georgia
$249K
HI
1268
Harbour Investments
Wisconsin
$248K -$5.42K -53 -2%
SCI
1269
Silver Coast Investments
United States
$248K
LMKC
1270
L.M. Kohn & Company
Ohio
$247K +$10.7K +105 +4%
PJSIMP
1271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K
NL
1272
NWAM LLC
Washington
$245K -$921 -9 -0.4%
LA
1273
Legacy Advisors
Pennsylvania
$245K -$42.8K -418 -15%
BCWM
1274
Bartlett & Co Wealth Management
Ohio
$244K -$34.1K -333 -12%
SGI
1275
Summit Global Investments
Utah
$243K +$248K +2,422 New