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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
501
Crestwood Advisors Group
Massachusetts
$296K +$40.3K +486 +17%
EB
502
Eastern Bank
Massachusetts
$295K – – –
JF
503
JMN Financial
Ohio
$294K -$70K -845 -20%
NPA
504
Nichols & Pratt Advisers
Massachusetts
$292K – – –
CS
505
Capital Square
Tennessee
$292K – – –
FCP
506
Fidelis Capital Partners
Florida
$290K +$3.48K +42 +1%
UB
507
UMB Bank
Missouri
$290K +$12.2K +147 +5%
DE
508
Diversified Enterprises
Delaware
$289K -$7.46K -90 -3%
IAA
509
Independent Advisor Alliance
North Carolina
$288K +$34.5K +416 +15%
BTC
510
Bank & Trust Company
Illinois
$286K – – –
KAS
511
KPP Advisory Services
Kentucky
$286K – – –
PCIA
512
Prime Capital Investment Advisors
Kansas
$285K +$580 +7 +0.2%
PI
513
PFG Investments
New York
$284K +$33.2K +401 +14%
CCA
514
Childress Capital Advisors
Texas
$283K -$21.1K -255 -7%
DTL
515
Dynamic Technology Lab
Singapore
$282K -$268K -3,229 -51%
JWCA
516
J.W. Cole Advisors
Florida
$282K -$82.5K -995 -24%
AWM
517
Apollon Wealth Management
South Carolina
$281K -$53K -640 -17%
HCPC
518
Hamilton Capital Partners (Canada)
$275K -$248K -2,998 -49%
KCM
519
Kathmere Capital Management
Pennsylvania
$274K +$254K +3,060 New
BTI
520
Blue Trust Inc
Georgia
$272K -$4.31K -52 -2%
SIC
521
Sterling Investment Counsel
New York
$272K – – –
AO
522
Advisor OS
Illinois
$271K +$1.49K +18 +0.6%
MA
523
MJP Associates
Connecticut
$271K +$1.49K +18 +0.6%
SCM
524
Sage Capital Management
New Jersey
$270K +$1.41K +17 +0.6%
SAI
525
Savvy Advisors Inc
New York
$270K +$250K +3,020 New