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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$259K -$16K -74 -5%
MSFS
527
Main Street Financial Solutions
Pennsylvania
$254K +$1.94K +9 +0.7%
CCA
528
Checchi Capital Advisers
California
$254K +$3.45K +16 +1%
MWM
529
Mattern Wealth Management
Kansas
$253K – – –
RMC
530
Resources Management Corp
Connecticut
$253K – – –
RB
531
Rodgers Brothers
Pennsylvania
$252K – – –
CAG
532
Csenge Advisory Group
Florida
$251K +$32.1K +149 +14%
RIA
533
Regal Investment Advisors
Michigan
$250K – – –
PWA
534
Phoenix Wealth Advisors
North Carolina
$245K -$862 -4 -0.3%
PCM
535
Prelude Capital Management
New York
$245K +$263K +1,218 New
JWBC
536
J.W. Burns & Co
New York
$239K +$255K +1,185 New
SAM
537
Silvercrest Asset Management
New York
$237K -$107K -495 -30%
ECM
538
Evergreen Capital Management
Washington
$237K +$16.4K +76 +7%
RB
539
Renasant Bank
Mississippi
$236K +$253K +1,173 New
BL
540
Balentine LLC
Georgia
$235K -$211K -980 -46%
SCA
541
Stonebridge Capital Advisors
Minnesota
$232K – – –
EI
542
Ellevest Inc
New York
$232K +$17.5K +81 +8%
FB
543
Fulton Bank
Pennsylvania
$231K +$2.37K +11 +1%
FPCP
544
Fort Point Capital Partners
California
$226K – – –
Jones Financial Companies
545
Jones Financial Companies
Missouri
$221K – – –
KTA
546
Keeley-Teton Advisors
Illinois
$221K – – –
TWP
547
Tempus Wealth Planning
California
$220K +$236K +1,095 New
PNC
548
Park National Corp
Ohio
$216K +$8.84K +41 +4%
CG
549
Caprock Group
Idaho
$214K +$229K +1,063 New
BCM
550
Brown Capital Management
Maryland
$213K – – –