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Name Holding Trade Value Shares
Change
Change in
Stake
KS
651
Karpas Strategies
Connecticut
$292K +$423 +4 +0.2%
DWP
652
Daymark Wealth Partners
Ohio
$288K +$529 +5 +0.2%
SFA
653
Seneca Financial Advisors
New York
$286K
HI
654
Horizon Investments
North Carolina
$282K +$22.7K +215 +9%
FFM
655
Forum Financial Management
Illinois
$281K +$264K +2,499 New
DAM
656
Delta Asset Management
Tennessee
$279K
CHC
657
City Holding Co
West Virginia
$279K -$10K -95 -4%
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$279K -$13.2K -125 -5%
LF
659
Lantz Financial
Illinois
$274K -$11.6K -110 -4%
GA
660
Geller Advisors
New York
$273K +$43.7K +413 +20%
EIP
661
Ellis Investment Partners
Pennsylvania
$273K +$846 +8 +0.3%
MCCP
662
Mission Creek Capital Partners
California
$272K -$58.9K -557 -19%
SAM
663
Sompo Asset Management
Japan
$269K -$52.9K -500 -17%
LIM
664
Leavell Investment Management
Alabama
$269K
BWM
665
BlackDiamond Wealth Management
New York
$267K +$9.31K +88 +4%
FA
666
FDx Advisors
Illinois
$265K +$249K +2,357 New
SCA
667
Snowden Capital Advisors
New York
$264K +$248K +2,347 New
AWM
668
Angeles Wealth Management
California
$263K +$2.33K +22 +0.9%
NFGCM
669
Norman Fields Gottscho Capital Management
New York
$262K
CCM
670
Coldstream Capital Management
Washington
$262K +$6.03K +57 +3%
EW
671
Evexia Wealth
Wisconsin
$261K +$241K +2,283 New
CC
672
Courier Capital
New York
$260K
PA
673
Procyon Advisors
Connecticut
$257K +$241K +2,279 New
FWM
674
FFT Wealth Management
Pennsylvania
$256K -$6.13K -58 -2%
PWM
675
Perigon Wealth Management
California
$255K +$239K +2,264 New