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Name Holding Trade Value Shares
Change
Change in
Stake
DT
451
Diversified Trust
Tennessee
$298K +$321K +1,740 New
RCA
452
Ranch Capital Advisors
Florida
$293K +$2.58K +14 +0.8%
S
453
Surevest
California
$289K
CIM
454
Contravisory Investment Management
Massachusetts
$286K
PP
455
Patten & Patten
Tennessee
$285K
CNC
456
Canandaigua National Corp
New York
$284K -$35.1K -190 -10%
AIM
457
Aigen Investment Management
New York
$281K +$303K +1,640 New
PA
458
Parallel Advisors
California
$280K +$12.9K +70 +4%
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$277K +$298K +1,613 New
CA
460
Calton & Associates
Florida
$273K -$113K -614 -28%
RWA
461
River Wealth Advisors
Pennsylvania
$273K +$72K +390 +33%
HAG
462
HighPoint Advisor Group
Illinois
$272K +$18.1K +98 +8%
DIA
463
Dana Investment Advisors
Wisconsin
$268K +$1.29K +7 +0.4%
DP
464
Dearborn Partners
Illinois
$267K
XM
465
XTX Markets
New York
$267K +$287K +1,556 New
HFM
466
Harvest Fund Management
China
$266K
APA
467
American Portfolios Advisors
New York
$264K -$300K -1,626 -51%
CAN
468
Claraphi Advisory Network
United States
$263K -$149K -805 -34%
WC
469
Woodstock Corp
Massachusetts
$258K
GIA
470
Guyasuta Investment Advisors
Pennsylvania
$257K
CPC
471
Cookson Peirce & Co
Pennsylvania
$257K +$40.6K +220 +17%
WJWM
472
Williams Jones Wealth Management
New York
$257K +$276K +1,497 New
PF
473
Phoenix Financial
Israel
$254K -$278K -1,507 -49%
BG
474
Bollard Group
Massachusetts
$254K +$185 +1 +0.1%
ASN
475
Advisory Services Network
Georgia
$250K -$71.1K -385 -21%