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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1201
PDS Planning
Ohio
$269K +$2.68K +50 +0.9%
DE
1202
Defiance ETFs
New York
$268K +$59.5K +1,110 +23%
WANY
1203
Wealthspire Advisors (New York)
New York
$268K -$20.4K -380 -6%
FMC
1204
First Merchants Corp
Indiana
$266K -$155K -2,887 -34%
PFA
1205
Providence Financial Advisors
Kansas
$266K +$1.07K +20 +0.4%
TNB
1206
Thomasville National Bank
Georgia
$266K +$306K +5,719 New
EFM
1207
E Fund Management
China
$266K +$10.7K +199 +4%
KF
1208
Krilogy Financial
Missouri
$265K -$25.4K -474 -8%
CC
1209
Cornerstone Capital
California
$265K
PBK
1210
Peoples Bank (Kansas)
Kansas
$265K
TIP
1211
Torray Investment Partners
Maryland
$264K
RB
1212
Rodgers Brothers
Pennsylvania
$264K
SC
1213
Sapient Capital
Indiana
$264K -$118K -2,198 -28%
RPC
1214
Rossmore Private Capital
Connecticut
$262K +$75K +1,400 +33%
NPT
1215
Nixon Peabody Trust
Massachusetts
$261K
AA
1216
Alta Advisers
United Kingdom
$261K
LFA
1217
Legacy Financial Advisors
Kentucky
$258K +$7.99K +149 +3%
SCA
1218
STALEY CAPITAL ADVISERS
Pennsylvania
$258K
BP
1219
BBR Partners
New York
$258K -$857 -16 -0.3%
AIIMS
1220
Analyst IMS Investment Management Services
Israel
$257K -$115K -2,154 -28%
SSA
1221
Schonfeld Strategic Advisors
New York
$257K +$144K +2,691 +95%
SC
1222
Sawyer & Company
Massachusetts
$256K -$12.8K -238 -4%
LGA
1223
Lebenthal Global Advisors
New York
$256K -$253K -4,719 -46%
MPI
1224
Mairs & Power Inc
Minnesota
$256K
AC
1225
Apella Capital
Connecticut
$255K +$14.5K +271 +5%