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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
801
Frisch Financial Group
New York
$402K +$42.3K +350 +11%
FFA
802
Founders Financial Alliance
North Carolina
$401K -$96.7K -800 -18%
APW
803
Aurora Private Wealth
New Jersey
$401K
CCA
804
Conservest Capital Advisors
Pennsylvania
$399K
ED
805
Exane Derivatives
France
$391K -$544K -4,500 -56%
NRI
806
NFP Retirement Inc
California
$387K
PP
807
Peconic Partners
New York
$387K
BC
808
Burney Company
Virginia
$386K +$24.2K +200 +6%
GIM
809
Grassi Investment Management
California
$385K
FWCM
810
Ferguson Wellman Capital Management
Oregon
$383K +$201K +1,660 +92%
CGL
811
Clarius Group LLC
Washington
$379K +$126K +1,040 +43%
EWA
812
EP Wealth Advisors
California
$377K +$118K +980 +40%
CIA
813
Capital Investment Advisors
Georgia
$374K -$76.1K -630 -16%
PNC
814
Park National Corp
Ohio
$374K +$1.21K +10 +0.3%
HI
815
Harrington Investments
California
$373K -$184K -1,520 -31%
SFO
816
Standard Family Office
South Dakota
$371K +$405K +3,350 New
IA
817
IFG Advisory
Georgia
$370K +$114K +940 +39%
BCM
818
BTC Capital Management
Iowa
$363K -$2.42K -20 -0.6%
PA
819
Pinnacle Associates
New York
$363K +$396K +3,280 New
WAM
820
Weatherly Asset Management
California
$362K +$395K +3,270 New
DWA
821
Douglass Winthrop Advisors
New York
$359K +$14.5K +120 +4%
MAM
822
Morse Asset Management
Connecticut
$359K +$391K +3,240 New
NP
823
NorthRock Partners
Minnesota
$357K +$6.04K +50 +2%
KNW
824
Kesler Norman & Wride
Utah
$353K +$24.2K +200 +7%
BCA
825
Berman Capital Advisors
Georgia
$352K -$8.46K -70 -2%