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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$344K -$25.3K -127 -7%
II
452
Inspire Investing
Idaho
$342K -$482K -2,417 -60%
CNC
453
Canandaigua National Corp
New York
$340K -$11.6K -58 -4%
GT
454
Greenleaf Trust
Michigan
$340K +$31.9K +160 +11%
CA
455
Calton & Associates
Florida
$339K +$399 +2 +0.1%
DIA
456
Dana Investment Advisors
Wisconsin
$339K +$5.78K +29 +2%
WC
457
Woodstock Corp
Massachusetts
$339K +$17.9K +90 +6%
Vanguard Personalized Indexing Management
458
Vanguard Personalized Indexing Management
California
$333K +$45.9K +230 +17%
WFC
459
Western Financial Corp
California
$331K +$311K +1,560 New
PA
460
Parallel Advisors
California
$329K -$16.4K -82 -5%
PHK
461
Point72 Hong Kong
Hong Kong
$328K -$479K -2,404 -61%
DP
462
Dearborn Partners
Illinois
$325K -$5.98K -30 -2%
FTDI
463
First Trust Direct Indexing
Massachusetts
$325K +$304K +1,527 New
PSUF
464
People's United Financial
Connecticut
$321K -$72K -361 -19%
WANY
465
Wealthspire Advisors (New York)
New York
$320K +$300K +1,504 New
GIA
466
Guyasuta Investment Advisors
Pennsylvania
$319K +$598 +3 +0.2%
WPWM
467
Windward Private Wealth Management
Kansas
$319K +$299K +1,500 New
APA
468
American Portfolios Advisors
New York
$317K -$9.77K -49 -3%
CIM
469
Contravisory Investment Management
Massachusetts
$316K -$36.3K -182 -11%
BG
470
Bollard Group
Massachusetts
$315K – – –
NA
471
NewEdge Advisors
Louisiana
$310K -$409K -2,050 -58%
OAM
472
Oberweis Asset Management
Illinois
$308K – – –
CCA
473
Checchi Capital Advisers
California
$303K +$8.18K +41 +3%
PNC
474
Park National Corp
Ohio
$300K -$3.99K -20 -1%
Wellington Management Group
475
Wellington Management Group
Massachusetts
$292K +$273K +1,370 New