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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
926
HM Payson & Co
Maine
$265K
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$265K +$13.6K +327 +5%
SIGI
928
Susquehanna International Group (Ireland)
Ireland
$264K +$308K +7,390 New
AFM
929
Abbot Financial Management
Massachusetts
$263K -$8.34K -200 -3%
SVWAG
930
Sound View Wealth Advisors Group
Georgia
$263K +$167 +4 +0.1%
NAS
931
Nicolet Advisory Services
Wisconsin
$263K +$1.92K +46 +0.6%
CCA
932
Cadent Capital Advisors
Oklahoma
$261K +$209 +5 +0.1%
WSCM
933
Wellington Shields Capital Management
New York
$260K -$20.1K -482 -6%
9WM
934
9258 Wealth Management
Ohio
$260K -$13.6K -327 -4%
FIA
935
Foundations Investment Advisors
Arizona
$260K +$14.2K +341 +4%
FMP
936
Financial Management Professionals
Texas
$260K +$79.5K +1,906 +36%
FF
937
Francis Financial
$260K +$300K +7,197 New
PCM
938
Prelude Capital Management
New York
$259K -$963K -23,094 -76%
RSWM
939
Robertson Stephens Wealth Management
California
$259K +$96.7K +2,319 +47%
SA
940
Syntax Advisors
New York
$258K -$15.5K -372 -5%
VCG
941
Vantage Consulting Group
Virginia
$258K -$15.5K -372 -5%
III
942
Independent Investors Inc
New York
$258K
CIA
943
Choate Investment Advisors
Massachusetts
$258K +$17.5K +420 +6%
KA
944
Keene & Associates
Texas
$257K -$85.1K -2,040 -22%
GWM
945
Geneos Wealth Management
Colorado
$254K -$15.2K -364 -5%
SCM
946
Salem Capital Management
Massachusetts
$250K
CS
947
Comerica Securities
Michigan
$249K +$85.1K +2,041 +42%
SCM
948
SOL Capital Management
Maryland
$248K -$10.4K -250 -3%
RFP
949
Roth Financial Partners
Texas
$247K
OTL
950
Oak Thistle LLC
New York
$246K -$254K -6,080 -47%