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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
326
Capital Asset Advisory Services
Michigan
$447K -$29.6K -599 -6%
HPC
327
HM Payson & Co
Maine
$435K -$56.9K -1,151 -12%
KFSC
328
Keystone Financial Services (Colorado)
Colorado
$434K +$428K +8,661 New
MPM
329
MBB Public Markets
Illinois
$433K +$427K +8,642 New
FF
330
FourThought Financial
Florida
$431K +$15K +303 +4%
PA
331
Parallel Advisors
California
$424K +$12.9K +261 +3%
CIA
332
Cohen Investment Advisors
New Hampshire
$422K +$5.59K +113 +1%
MPPW
333
Mitchell & Pahl Private Wealth
Oklahoma
$416K -$5.29K -107 -1%
XF
334
XML Financial
Maryland
$412K
RCM
335
RNC Capital Management
California
$412K +$71.9K +1,454 +21%
CGL
336
Clarius Group LLC
Washington
$412K +$111K +2,254 +38%
CPA
337
Court Place Advisors
Maryland
$409K -$140K -2,838 -26%
DCM
338
DGS Capital Management
New Jersey
$407K +$402K +8,132 New
EMG
339
ETF Managers Group
New Jersey
$401K -$78.9K -1,595 -17%
CT
340
Chicago Trust
Illinois
$401K
CSIC
341
Clifford Swan Investment Counsel
California
$401K
CT
342
Caldwell Trust
Florida
$401K +$37.3K +754 +10%
GWM
343
GSB Wealth Management
Connecticut
$400K +$8.9K +180 +2%
LA
344
Latitude Advisors
Florida
$399K -$198 -4 -0.1%
Cerity Partners
345
Cerity Partners
New York
$396K +$388K +7,844 New
PWM
346
Perigon Wealth Management
California
$393K -$45.3K -915 -10%
CCP
347
Corient Capital Partners
California
$390K +$131K +2,655 +52%
ABLA
348
Alan B. Lancz & Associates
Ohio
$389K +$384K +7,765 New
TWI
349
Thomas White International
Illinois
$388K
ECM
350
Evergreen Capital Management
Washington
$385K -$32.2K -652 -8%