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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$243K
DBIA
727
Dumont & Blake Investment Advisors
New Jersey
$243K
GS
728
GTS Securities
Florida
$242K +$244K +717 New
CNTOF
729
Canandaigua National Trust of Florida
New York
$241K +$12.6K +37 +5%
GWM
730
Gibbs Wealth Management
Georgia
$241K +$41.5K +122 +21%
CPIG
731
Chicago Partners Investment Group
Illinois
$239K +$258K +760 New
TPW
732
Talon Private Wealth
Florida
$239K -$76.8K -226 -24%
VPF
733
Vantage Point Financial
Illinois
$237K +$6.46K +19 +3%
BBW
734
Blue Barn Wealth
Utah
$236K -$1.7K -5 -0.7%
BCCM
735
Bridge Creek Capital Management
Massachusetts
$236K
PCP
736
Perbak Capital Partners
United Kingdom
$235K +$237K +696 New
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$234K +$11.6K +34 +5%
JCM
738
Jacobi Capital Management
Pennsylvania
$233K +$26.5K +78 +13%
BPA
739
Beacon Pointe Advisors
California
$232K +$1.7K +5 +0.7%
MCM
740
MAI Capital Management
Ohio
$231K -$2.04K -6 -0.9%
CFA
741
CWS Financial Advisors
Michigan
$230K
BBHC
742
Brown Brothers Harriman & Co
New York
$230K +$95.8K +282 +70%
UCFA
743
United Capital Financial Advisors
Texas
$229K -$7.14K -21 -3%
WCM Investment Management
744
WCM Investment Management
California
$229K -$10.9K -32 -4%
FAN
745
Financial Advisors Network
California
$228K -$10.9K -32 -5%
GWM
746
Gitterman Wealth Management
New Jersey
$227K +$1.02K +3 +0.5%
PVI
747
Pine Valley Investments
New Jersey
$226K -$20.1K -59 -8%
ADL
748
Asset Dedication LLC
California
$225K
KCM
749
Kennedy Capital Management
Missouri
$223K -$9.18K -27 -4%
PDL
750
Portfolio Design Labs
California
$221K +$223K +657 New