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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
Carret Asset Management
New York
$237K
KP
827
Keel Point
Alabama
$237K +$19K +338 +8%
NAG
828
Northstar Advisory Group
New Jersey
$235K
TIM
829
Tevis Investment Management
Texas
$234K +$6.69K +119 +3%
Schroder Investment Management Group
830
Schroder Investment Management Group
United Kingdom
$234K +$250K +4,446 New
WPC
831
Wedmont Private Capital
Pennsylvania
$233K +$250K +4,447 New
APG
832
Abacus Planning Group
South Carolina
$232K +$249K +4,428 New
MSAM
833
Moloney Securities Asset Management
Missouri
$230K -$15.4K -275 -6%
OPS
834
Orion Portfolio Solutions
Nebraska
$230K +$13.5K +240 +6%
MWM
835
Mattern Wealth Management
Kansas
$230K +$247K +4,400 New
GLA
836
Good Life Advisors
Pennsylvania
$230K +$247K +4,403 New
WT
837
Washington Trust
Rhode Island
$230K +$248K +4,407 New
GEA
838
Glen Eagle Advisors
New Jersey
$230K +$27.5K +489 +13%
SF
839
Symphony Financial
Texas
$229K -$94.6K -1,684 -28%
PS
840
Planned Solutions
California
$229K -$44.9K -800 -15%
FFN
841
Focus Financial Network
Minnesota
$228K +$9.55K +170 +4%
WPC
842
White Pine Capital
Minnesota
$228K -$16.9K -300 -6%
IAP
843
Indie Asset Partners
Indiana
$228K
WQ
844
Wealth Quarterback
New Jersey
$227K +$244K +4,338 New
PCIA
845
Prime Capital Investment Advisors
Kansas
$226K +$243K +4,317 New
BCM
846
Brookstone Capital Management
Illinois
$225K +$258K +4,586 New
SWMP
847
Signature Wealth Management Partners
New Jersey
$223K
SGCA
848
Steel Grove Capital Advisors
Tennessee
$223K
PP
849
PDS Planning
Ohio
$222K +$239K +4,251 New
CFS
850
CRA Financial Services
New Jersey
$222K +$239K +4,255 New