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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1651
Centiva Capital
New York
$312K +$283K +1,291 New
SFG
1652
StrategIQ Financial Group
Indiana
$311K -$21.9K -100 -7%
CCA
1653
Cobblestone Capital Advisors
New York
$311K +$1.97K +9 +0.7%
WA
1654
Wealth Alliance
New York
$311K +$282K +1,287 New
NJBEST
1655
New Jersey Better Educational Savings Trust
New Jersey
$310K – – –
SP
1656
Successful Portfolios
Florida
$310K – – –
HFG
1657
Heron Financial Group
New York
$309K – – –
MWPCG
1658
Measured Wealth Private Client Group
New Hampshire
$309K +$3.06K +14 +1%
AWA
1659
Aaron Wealth Advisors
Illinois
$308K -$1.09K -5 -0.4%
WA
1660
Wambolt & Associates
Colorado
$308K +$277K +1,267 New
PCM
1661
Poehling Capital Management
Wisconsin
$307K – – –
SW
1662
SlateStone Wealth
Florida
$305K -$25.2K -115 -8%
CWA
1663
Clarity Wealth Advisors
California
$305K -$23.2K -106 -8%
RF
1664
RHS Financial
California
$305K – – –
IA
1665
Insight Advisors
Pennsylvania
$305K +$7.88K +36 +3%
EP
1666
EPIQ Partners
Minnesota
$304K -$7.88K -36 -3%
PSB
1667
Piscataqua Savings Bank
New Hampshire
$304K -$2.19K -10 -0.8%
NEGWA
1668
New England Guild Wealth Advisors
Connecticut
$304K – – –
GSWM
1669
Golden State Wealth Management
California
$304K +$876 +4 +0.3%
Bank Julius Baer & Co
1670
Bank Julius Baer & Co
Switzerland
$303K -$623K -2,848 -69%
DWM
1671
Darwin Wealth Management
Florida
$303K +$13.4K +61 +5%
KPCM
1672
Kings Point Capital Management
New York
$302K -$9.41K -43 -3%
MAG
1673
Mayfair Advisory Group
Alabama
$302K – – –
WKWM
1674
Walter & Keenan Wealth Management
Indiana
$302K – – –
GAB
1675
German American Bancorp
Indiana
$302K +$43.8K +200 +19%