Name Holding Trade Value Shares
Change
Change in
Stake
PCH
2201
PGIM Custom Harvest
New Jersey
$320K – – –
GIP
2202
Greatmark Investment Partners
Georgia
$318K +$23.2K +1,049 +8%
LAS
2203
Lloyd Advisory Services
Georgia
$317K -$70.8K -3,200 -19%
AP
2204
Americana Partners
Texas
$317K +$151K +6,808 +59%
DA
2205
DCM Advisors
New York
$315K +$7.32K +331 +2%
CFN
2206
Cordasco Financial Network
Florida
$314K +$619 +28 +0.2%
GAM
2207
Garrison Asset Management
Arkansas
$314K +$5.46K +247 +2%
HIS
2208
Harvest Investment Services
Illinois
$313K -$531 -24 -0.2%
SFS
2209
Strategic Financial Services
New York
$313K +$2.61K +118 +0.9%
SDWIA
2210
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$313K +$10.4K +470 +4%
FFIC
2211
First Fiduciary Investment Counsel
Ohio
$312K – – –
IAS
2212
IMA Advisory Services
Colorado
$312K – – –
IP
2213
Intellectus Partners
California
$312K +$49.7K +2,246 +20%
WCF
2214
West Coast Financial
California
$311K -$42.8K -1,936 -12%
PCA
2215
Peddock Capital Advisors
Massachusetts
$310K +$33.6K +1,518 +13%
DAM
2216
Diamant Asset Management
Connecticut
$309K – – –
AWM
2217
Altus Wealth Management
Kentucky
$309K +$796 +36 +0.3%
PA
2218
Perennial Advisors
New York
$309K +$207K +9,348 +224%
APP
2219
Alpha Paradigm Partners
Illinois
$309K +$298K +13,500 New
GIP
2220
Granite Investment Partners
California
$308K -$125K -5,664 -30%
EWP
2221
Engrave Wealth Partners
Texas
$308K -$33.3K -1,504 -10%
SW
2222
StrongBox Wealth
Missouri
$308K -$30K -1,358 -9%
EDRIA
2223
Edmonds Duncan Registered Investment Advisors
Kansas
$308K – – –
NL
2224
NVWM LLC
Pennsylvania
$307K +$11.8K +534 +4%
NJBEST
2225
New Jersey Better Educational Savings Trust
New Jersey
$306K -$126K -5,694 -30%