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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
326
Private Capital Group
Connecticut
$236K -$71.6K -565 -23%
KIA
327
KCM Investment Advisors
California
$235K
CI
328
CX Institutional
Indiana
$233K
PCA
329
Personal Capital Advisors
California
$231K -$113K -888 -32%
JFA
330
JNBA Financial Advisors
Minnesota
$230K
SPIA
331
Steward Partners Investment Advisory
New York
$228K -$760 -6 -0.3%
CHAM
332
Clear Harbor Asset Management
Connecticut
$228K -$724K -5,710 -75%
RC
333
RegentAtlantic Capital
New Jersey
$227K +$10.1K +80 +5%
BWP
334
Baldwin Wealth Partners
Massachusetts
$223K +$72.6K +573 +46%
EM
335
ELCO Management
New York
$221K
HFAS
336
Hummer Financial Advisory Services
Illinois
$221K
KP
337
Keel Point
Alabama
$221K +$228K +1,796 New
IFWM
338
Institute for Wealth Management
Colorado
$220K +$22.8K +180 +11%
QT
339
Quantamental Technologies
New York
$220K +$227K +1,791 New
BDFN
340
Bond & Devick Financial Network
Minnesota
$217K
FIM
341
Freedom Investment Management
Connecticut
$216K -$281K -2,218 -56%
ICP
342
Interchange Capital Partners
Pennsylvania
$215K +$9.76K +77 +5%
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$214K +$42.1K +332 +23%
MGWM
344
Marks Group Wealth Management
Minnesota
$212K -$73.9K -583 -25%
CIAS
345
Capital Investment Advisory Services
North Carolina
$212K -$20.3K -160 -8%
MAM
346
MMA Asset Management
Pennsylvania
$209K
PMA
347
Prudent Man Advisors
Illinois
$208K +$1.39K +11 +0.7%
OFS
348
OneAscent Financial Services
Alabama
$208K +$215K +1,693 New
GBT
349
Grove Bank & Trust
Florida
$205K -$12.3K -97 -5%
CMO
350
Covenant Multifamily Offices
Texas
$205K +$212K +1,673 New