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Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
1251
Trustco Bank (New York)
New York
$746K -$8.91K -466 -1%
DSN
1252
D. Scott Neal
Kentucky
$746K
CA
1253
Calton & Associates
Florida
$746K -$110K -5,731 -13%
BW
1254
BIP Wealth
Georgia
$746K +$741K +38,760 New
GAM
1255
Griffin Asset Management
New York
$744K -$11.6K -606 -2%
CFAM
1256
Center For Asset Management
Florida
$744K +$10.4K +543 +1%
WSCM
1257
Wellington Shields Capital Management
New York
$740K +$57 +3 +0%
HBT
1258
Hills Bank & Trust
Iowa
$739K +$437K +22,854 +147%
JWA
1259
JFS Wealth Advisors
Pennsylvania
$739K -$122K -6,385 -14%
DWM
1260
Drive Wealth Management
Utah
$739K +$6.15K +322 +0.8%
WI
1261
WrapManager Inc
California
$739K +$204K +10,665 +38%
DCM
1262
Dudley Capital Management
Virginia
$738K -$56.4K -2,950 -7%
GCM
1263
Gables Capital Management
Florida
$737K +$38.2K +2,000 +6%
BMCM
1264
Burns Matteson Capital Management
New York
$736K +$730K +38,222 New
CBFP
1265
Cedar Brook Financial Partners
Ohio
$733K +$54.5K +2,854 +8%
BFG
1266
Barber Financial Group
Kansas
$733K -$8.03K -420 -1%
CM
1267
Capula Management
Cayman Islands
$733K -$2.75M -144,061 -79%
IFWM
1268
Institute for Wealth Management
Colorado
$732K -$44.7K -2,339 -6%
BJL
1269
Brighton Jones LLC
Washington
$732K -$145K -7,578 -17%
LFA
1270
Legacy Financial Advisors
Kentucky
$731K -$8.79K -460 -1%
H
1271
HoyleCohen
California
$730K +$104K +5,453 +17%
CSPIA
1272
Cary Street Partners Investment Advisory
Virginia
$728K -$46.2K -2,417 -6%
MWM
1273
Mattern Wealth Management
Kansas
$728K -$7.53K -394 -1%
DBT
1274
Dubuque Bank & Trust
Iowa
$728K -$6.44K -337 -0.9%
CPRC
1275
Consolidated Portfolio Review Corp
New York
$727K +$722K +37,785 New