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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
676
MSH Capital Advisors
Arizona
$446K +$3.39K +25 +0.8%
ST
677
Spinnaker Trust
Maine
$444K
CC
678
Courier Capital
New York
$444K
FHA
679
First Horizon Advisors
Tennessee
$443K -$2.58K -19 -0.6%
DWP
680
Daymark Wealth Partners
Ohio
$442K +$58.7K +433 +16%
MA
681
Mutual Advisors
Nebraska
$438K +$1.9K +14 +0.4%
IP
682
Investment Partners
Ohio
$437K +$136 +1 +0%
IA
683
IFP Advisors
Florida
$437K +$174K +1,280 +68%
PI
684
Pettee Investors
Connecticut
$436K
PCS
685
Personal CFO Solutions
New Jersey
$434K +$146K +1,075 +52%
NB
686
Nicolet Bankshares
Wisconsin
$433K -$2.03K -15 -0.5%
SFI
687
SPC Financial Inc
Maryland
$428K -$13.6K -100 -3%
CS
688
Comerica Securities
Michigan
$428K +$19.5K +144 +5%
HBT
689
Hills Bank & Trust
Iowa
$427K
CHA
690
Carmichael Hill & Associates
Maryland
$426K
HT
691
Heritage Trust
Oklahoma
$425K +$24K +177 +6%
EFS
692
Essex Financial Services
Connecticut
$425K -$6.51K -48 -2%
NGA
693
Naples Global Advisors
Florida
$425K +$4.2K +31 +1%
CS
694
Cannell & Spears
New York
$424K
IFWM
695
Institute for Wealth Management
Colorado
$421K +$136 +1 +0%
CCB
696
Country Club Bank
Missouri
$420K +$6.78K +50 +2%
ICM
697
IMS Capital Management
Oregon
$419K
TWM
698
Triton Wealth Management
Arizona
$417K +$19.9K +147 +5%
CTA
699
Chesley Taft & Associates
Illinois
$415K
TSW
700
Thompson Siegel & Walmsley
Virginia
$414K