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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1026
Highland Private Wealth Management
Washington
$252K +$5.98K +87 +3%
CC
1027
Courier Capital
New York
$250K +$232K +3,371 New
KWA
1028
KCS Wealth Advisory
California
$249K
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$248K -$8.46K -123 -4%
FA
1030
FDx Advisors
Illinois
$248K -$21.9K -319 -9%
IP
1031
Investment Partners
Ohio
$247K +$1.24K +18 +0.5%
CT
1032
Chicago Trust
Illinois
$247K +$229K +3,332 New
TIA
1033
Tiemann Investment Advisors
California
$246K +$228K +3,310 New
FMLI
1034
Fukoku Mutual Life Insurance
Japan
$245K -$34.4K -500 -13%
WIC
1035
Whitegate Investment Counselors
New Hampshire
$245K
MA
1036
MUFG Americas
New York
$243K -$66.2K -963 -23%
NDSI
1037
Newman Dignan & Sheerar Inc
Rhode Island
$242K
TWM
1038
Tradition Wealth Management
Minnesota
$239K +$221K +3,213 New
Lido Advisors
1039
Lido Advisors
California
$238K +$220K +3,206 New
WP
1040
WMS Partners
Maryland
$237K -$60.2K -875 -22%
FFA
1041
Founders Financial Alliance
North Carolina
$237K +$17.7K +257 +9%
MAM
1042
Meeder Asset Management
Ohio
$235K -$1.99K -29 -0.9%
CCT
1043
Capital City Trust
Florida
$235K +$218K +3,164 New
FCA
1044
FLC Capital Advisors
California
$234K
PHS
1045
Pekin Hardy Strauss
Illinois
$234K +$217K +3,153 New
FMTCOCP
1046
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$231K
CS
1047
Cannell & Spears
New York
$231K +$214K +3,111 New
BCA
1048
Bay Colony Advisors
Massachusetts
$230K -$38.4K -558 -15%
MCM
1049
MAI Capital Management
Ohio
$230K +$213K +3,092 New
PVWM
1050
Point View Wealth Management
New Jersey
$230K +$213K +3,102 New