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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
901
HM Payson & Co
Maine
$247K
CIAS
902
Capital Investment Advisory Services
North Carolina
$247K -$35.9K -598 -13%
RFN
903
RDA Financial Network
Iowa
$247K +$600 +10 +0.2%
CBA
904
Coastal Bridge Advisors
Connecticut
$245K +$5.4K +90 +2%
MIM
905
Marco Investment Management
Georgia
$245K -$12.1K -201 -5%
CC
906
Cadinha & Co
Hawaii
$244K -$4.8K -80 -2%
SFP
907
Sandbox Financial Partners
Maryland
$244K +$180 +3 +0.1%
PWP
908
Phillips Wealth Planners
Mississippi
$244K -$3.48K -58 -1%
CA
909
Cornerstone Advisory
Maryland
$243K
RCA
910
Resonant Capital Advisors
Wisconsin
$243K
CFG
911
Cooper Financial Group
California
$242K +$1.32K +22 +0.6%
T
912
TCWP
Ohio
$241K -$13.6K -226 -5%
ZB
913
Zions Bancorporation
Utah
$241K +$4.38K +73 +2%
CT
914
Caldwell Trust
Florida
$240K -$118K -1,964 -33%
OC
915
Oakworth Capital
Alabama
$240K
NAM
916
NorthCrest Asset Manangement
Minnesota
$240K +$239K +3,979 New
AFM
917
Armstrong Fleming & Moore
District of Columbia
$240K +$238K +3,969 New
FM
918
Family Management
New York
$239K
CWM
919
Chemistry Wealth Management
New York
$239K
NFG
920
Nations Financial Group
Iowa
$237K +$12K +200 +5%
EDRH
921
Edmond de Rothschild Holding
Switzerland
$237K
SWA
922
Sax Wealth Advisors
New Jersey
$237K
BHPW
923
Beverly Hills Private Wealth
California
$236K +$232K +3,864 New
STA
924
Summit Trail Advisors
New York
$236K +$235K +3,911 New
Credit Agricole
925
Credit Agricole
France
$235K