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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
451
Confluence Wealth Services
Pennsylvania
$271K +$20.1K +104 +8%
WSC
452
Wellington Shields & Co
New York
$268K
ACIM
453
Azimuth Capital Investment Management
Michigan
$266K -$70.5K -365 -21%
DC
454
Davenport & Co
Virginia
$266K +$268K +1,389 New
CCA
455
Checchi Capital Advisers
California
$262K +$773 +4 +0.3%
CCM
456
Conway Capital Management
California
$254K +$193 +1 +0.1%
AO
457
Advisor OS
Illinois
$253K -$1.93K -10 -0.8%
TA
458
Teton Advisors
New York
$249K
WI
459
Wahed Invest
New York
$246K -$773 -4 -0.3%
SFA
460
Sequoia Financial Advisors
Ohio
$245K -$70K -362 -22%
MP
461
McDonald Partners
Ohio
$245K
IG
462
ING Group
Netherlands
$243K -$19.5K -101 -7%
ICG
463
InterOcean Capital Group
Tennessee
$243K -$53.7K -278 -18%
AFM
464
Andesa Financial Management
Pennsylvania
$242K +$250K +1,295 +74%
HI
465
Horizon Investments
North Carolina
$240K -$88.9K -460 -27%
BC
466
Bridgefront Capital
Texas
$239K +$242K +1,250 New
FWP
467
Firethorn Wealth Partners
Georgia
$239K
PA
468
Parallel Advisors
California
$239K -$9.66K -50 -4%
CWM
469
Curi Wealth Management
North Carolina
$238K +$193 +1 +0.1%
PWS
470
Peterson Wealth Services
Utah
$235K -$1.55K -8 -0.6%
CI
471
Cigna Investments
Connecticut
$234K -$5.22K -27 -2%
HH
472
Hilltop Holdings
Texas
$234K -$46.6K -241 -16%
OWA
473
Opal Wealth Advisors
New York
$234K +$1.35K +7 +0.6%
RFC
474
Regions Financial Corp
Alabama
$232K +$2.71K +14 +1%
CNBT
475
Canandaigua National Bank & Trust
New York
$231K +$234K +1,209 New