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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$293K -$42.2K -1,076 -13%
CA
927
Clearstead Advisors
Ohio
$291K +$97.5K +2,486 +55%
EGA
928
E&G Advisors
Texas
$290K -$59K -1,505 -18%
SCM
929
Salem Capital Management
Massachusetts
$289K -$118K -3,000 -30%
BSW
930
Buckingham Strategic Wealth
Missouri
$288K +$274K +6,982 New
QPWM
931
Quadrant Private Wealth Management
Pennsylvania
$285K -$7.33K -187 -3%
RFP
932
Roth Financial Partners
Texas
$285K
TNBTD
933
Trustmark National Bank Trust Department
Mississippi
$283K -$8.82K -225 -3%
NP
934
NorthRock Partners
Minnesota
$283K +$269K +6,862 New
WSC
935
Wellington Shields & Co
New York
$281K -$78.4K -2,000 -23%
CST
936
Charles Schwab Trust
Nevada
$281K
CIA
937
Choate Investment Advisors
Massachusetts
$281K
SI
938
SCP Investment
California
$281K +$267K +6,800 New
MA
939
Montag & Associates
Georgia
$278K -$619K -15,795 -70%
GRP
940
Global Retirement Partners
California
$276K +$247K +6,295 New
EH
941
Equitable Holdings
New York
$275K -$11.1K -283 -4%
ST
942
Smithfield Trust
Pennsylvania
$275K +$7.84K +200 +3%
FFBTD
943
First Financial Bank - Trust Division
Ohio
$274K -$13.7K -350 -5%
AIP
944
Ahrens Investment Partners
Louisiana
$273K +$138K +3,530 +114%
SC
945
Schulhoff & Co
Ohio
$268K -$18.5K -472 -7%
AAM
946
Aureus Asset Management
Massachusetts
$268K +$254K +6,484 New
BCWM
947
Bartlett & Co Wealth Management
Ohio
$266K +$251K +6,410 New
FPS
948
Fieldpoint Private Securities
Connecticut
$265K -$33.1K -844 -12%
BC
949
Bartlett & Co
Ohio
$265K +$251K +6,410 New
CTA
950
Colonial Trust Advisors
South Carolina
$265K +$251K +6,410 New