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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
726
Capital Investment Advisors
Georgia
$869K +$16.3K +213 +2%
FCH
727
Freestone Capital Holdings
Washington
$867K +$3.9K +51 +0.5%
GBT
728
Grove Bank & Trust
Florida
$867K +$186K +2,433 +27%
EP
729
Essential Planning
New Hampshire
$866K +$866K +11,310 New
FCBT
730
First Citizens Bank & Trust
North Carolina
$866K -$39K -510 -4%
CWM
731
Congress Wealth Management
Massachusetts
$866K +$62.2K +813 +7%
KTC
732
Kentucky Trust Company
Kentucky
$859K +$860K +11,232 New
SWP
733
Stratos Wealth Partners
Ohio
$856K -$14.9K -195 -2%
WHCI
734
W.H. Cornerstone Investments
Massachusetts
$854K +$5.82K +76 +0.7%
OBGC
735
O'Brien Greene & Co
Pennsylvania
$854K -$18.4K -240 -2%
KA
736
Kintegral Advisory
New York
$851K -$39.7K -518 -4%
SFSG
737
Sound Financial Strategies Group
Mississippi
$850K +$122K +1,595 +17%
O
738
Ossiam
France
$849K -$150K -1,964 -15%
AOI
739
Auto-Owners Insurance
Michigan
$849K
PIM
740
Penobscot Investment Management
Massachusetts
$846K -$11.5K -150 -1%
PIM
741
Plato Investment Management
Australia
$845K +$28.8K +376 +4%
CA
742
Cullinan Associates
Kentucky
$841K
SC
743
Sapient Capital
Indiana
$839K +$16.2K +211 +2%
IFG
744
Independent Financial Group
California
$839K +$840K +10,971 New
PA
745
Pinnacle Associates
New York
$839K -$1.09M -14,293 -57%
CNBT
746
Canandaigua National Bank & Trust
New York
$834K +$113K +1,476 +16%
LNWWM
747
Laird Norton Wetherby Wealth Management
California
$827K -$54.9K -717 -6%
PAS
748
Park Avenue Securities
New York
$826K +$166K +2,167 +25%
SW
749
Simplicity Wealth
New Jersey
$825K -$609K -7,956 -42%
CWP
750
Core Wealth Partners
California
$823K +$2.22K +29 +0.3%