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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
276
HM Payson & Co
Maine
$82K +$72.8K +907 New
GSWM
277
Golden State Wealth Management
California
$81K +$26.1K +325 +57%
FIA
278
FNY Investment Advisers
New York
$80K +$71.4K +890 New
JIR
279
James Investment Research
Ohio
$75K +$26.9K +335 +68%
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$74K – – –
FHA
281
First Horizon Advisors
Tennessee
$70K – – –
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$67K – – –
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$66K +$25.5K +318 +80%
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$63K -$52.2K -650 -48%
SIC
285
Salem Investment Counselors
North Carolina
$63K – – –
NCM
286
Nelson Capital Management
California
$61K – – –
HFM
287
Hartford Financial Management
Connecticut
$54K -$40.1K -500 -45%
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$54K – – –
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$50K – – –
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.8K – – –
FHA
291
Flagship Harbor Advisors
Massachusetts
$43K +$15K +187 +64%
JPLA
292
Joseph P. Lucia & Associates
New York
$43K +$38.1K +475 New
VFA
293
Valeo Financial Advisors
Indiana
$36K +$1.45K +18 +5%
LWANC
294
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K – – –
PA
295
Parallel Advisors
California
$27K +$1.36K +17 +6%
CTC
296
Central Trust Company
Missouri
$21K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$20K +$1.52K +19 +10%
CIA
298
CSat Investment Advisory
Michigan
$20K +$18K +224 New
MAM
299
Meeder Asset Management
Ohio
$19K +$17.5K +218 New
MSFP
300
Mark Sheptoff Financial Planning
Connecticut
$18K – – –