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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Parsons Capital Management
Rhode Island
$310K
CHAM
227
Clear Harbor Asset Management
Connecticut
$308K
FHA
228
First Horizon Advisors
Tennessee
$298K -$3.64K -22 -1%
SCA
229
Snowden Capital Advisors
New York
$298K +$5.29K +32 +2%
PP
230
PDS Planning
Ohio
$296K +$34.1K +206 +12%
KP
231
Keel Point
Alabama
$293K +$30.1K +182 +11%
DADC
232
D.A. Davidson & Co
Montana
$290K +$71.4K +432 +30%
KTM
233
Keeler Thomas Management
Utah
$289K +$310K +1,874 New
WS
234
Wedbush Securities
California
$288K -$14.9K -90 -5%
BAM
235
Blueshift Asset Management
New Jersey
$286K +$307K +1,858 New
AIA
236
Avalon Investment & Advisory
Texas
$283K -$48.8K -295 -14%
KeyBank National Association
237
KeyBank National Association
Ohio
$282K -$10.1K -61 -3%
KOMWMG
238
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$281K +$2.31K +14 +0.8%
ACM
239
Aquatic Capital Management
Illinois
$278K +$298K +1,800 New
ATIA
240
American Trust Investment Advisors
New Hampshire
$276K
AWM
241
Aberdeen Wealth Management
Illinois
$273K
KIA
242
KCM Investment Advisors
California
$265K -$149K -900 -34%
MIC
243
Meridian Investment Counsel
California
$262K
CAWM
244
Capital Advisors Wealth Management
Washington
$262K +$58.5K +354 +26%
LC
245
Lindbrook Capital
California
$262K +$82.2K +497 +41%
AWC
246
Abundance Wealth Counselors
Pennsylvania
$261K +$83.6K +506 +43%
BFG
247
Berger Financial Group
Minnesota
$256K -$1.98K -12 -0.7%
WCA
248
Westover Capital Advisors
Delaware
$254K
CG
249
Colony Group
Massachusetts
$251K
MOS
250
MGO One Seven
Ohio
$251K +$10.6K +64 +4%