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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1451
Central Trust Company
Missouri
$320K -$20.7K -246 -6%
SIG
1452
Sky Investment Group
Connecticut
$320K -$24.8K -295 -7%
CF
1453
Convergence Financial
Missouri
$318K -$43.5K -517 -12%
ACP
1454
Argyle Capital Partners
California
$318K +$313K +3,722 New
RIG
1455
Renaissance Investment Group
Massachusetts
$318K -$144K -1,707 -31%
CT
1456
Chicago Trust
Illinois
$315K +$38K +452 +14%
PTP
1457
Platform Technology Partners
New York
$315K -$33.4K -397 -10%
MCWA
1458
Meadow Creek Wealth Advisors
Georgia
$315K +$45K +535 +17%
DWM
1459
Drive Wealth Management
Utah
$315K -$50.3K -598 -14%
RFN
1460
RDA Financial Network
Iowa
$314K +$67.3K +800 +28%
MIM
1461
Morningstar Investment Management
Illinois
$313K
RPC
1462
Rossmore Private Capital
Connecticut
$312K
FSA
1463
Financial Sense Advisors
California
$311K +$20.3K +241 +7%
CFP
1464
Catalyst Financial Partners
Massachusetts
$309K +$25.2K +300 +9%
HTIM
1465
Harbour Trust & Investment Management
Indiana
$308K +$2.1K +25 +0.7%
CWM
1466
Chemistry Wealth Management
New York
$307K +$4.37K +52 +1%
LWL
1467
Leo Wealth LLC
Texas
$307K +$336 +4 +0.1%
CWG
1468
Cornerstone Wealth Group
North Carolina
$307K +$8.32K +99 +3%
SB
1469
Strategic Blueprint
Georgia
$306K +$27.2K +323 +10%
HPC
1470
HM Payson & Co
Maine
$306K -$138K -1,647 -31%
MMPW
1471
Mitchell McLeod Pugh & Williams
Alabama
$306K
CC
1472
Courier Capital
New York
$305K
BC
1473
Barrett & Company
Rhode Island
$305K +$22.3K +265 +8%
6F
1474
626 Financial
Michigan
$304K
LIA
1475
Lynx Investment Advisory
District of Columbia
$302K +$33.6K +400 +13%