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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1101
Colonial Trust Advisors
South Carolina
$324K -$10.4K -180 -3%
SCM
1102
SOL Capital Management
Maryland
$324K
AF
1103
Allworth Financial
California
$324K +$11.9K +206 +4%
GAG
1104
GM Advisory Group
New York
$324K -$3.31K -57 -1%
AA
1105
ALPS Advisors
Colorado
$324K -$39.2K -676 -11%
PF
1106
Phoenix Financial
Israel
$322K +$55.1K +951 +21%
FNBTCON
1107
First National Bank & Trust Co of Newtown
Pennsylvania
$322K -$52.2K -900 -14%
LWCFA
1108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$321K -$35.5K -613 -10%
RP
1109
Riverwater Partners
Wisconsin
$321K -$15.8K -272 -5%
PSC
1110
Portman Square Capital
United Kingdom
$321K -$528K -9,113 -62%
RPCONE
1111
Retirement Planning Company of New England
Rhode Island
$321K -$10.7K -184 -3%
FMP
1112
Financial Management Professionals
Texas
$319K
SA
1113
Syntax Advisors
New York
$318K -$81.2K -1,401 -20%
VCG
1114
Vantage Consulting Group
Virginia
$318K -$81.2K -1,401 -20%
EW
1115
Enzi Wealth
Texas
$318K
Empower Advisory Group
1116
Empower Advisory Group
Colorado
$317K +$48.4K +835 +18%
BPCA
1117
Bank Pictet & Cie (Asia)
Singapore
$315K +$313K +5,400 New
FAG
1118
Fortitude Advisory Group
Washington
$314K +$11.2K +193 +4%
DA
1119
DCM Advisors
New York
$314K -$66.7K -1,150 -18%
NPF
1120
Norris Perne & French
Michigan
$313K -$20.9K -360 -6%
MC
1121
Mathes Company
New York
$312K
BJL
1122
Brighton Jones LLC
Washington
$312K +$52.1K +898 +20%
ACG
1123
Allen Capital Group
Nebraska
$312K +$8.53K +147 +3%
CT
1124
Colonial Trust
South Carolina
$312K -$154K -2,656 -33%
GVAG
1125
Great Valley Advisor Group
Delaware
$311K +$309K +5,323 New