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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Carson Advisory
Georgia
$263K – – –
PGFC
852
Peapack-Gladstone Financial Corp
New Jersey
$262K -$1.7K -14 -0.7%
APG
853
Abacus Planning Group
South Carolina
$262K -$5.69K -47 -2%
CPA
854
Cardiff Park Advisors
California
$262K -$3.15K -26 -1%
OCBCO
855
Oversea-Chinese Banking Corp (OCBC)
Singapore
$261K +$246K +2,034 New
LFAS
856
Level Four Advisory Services
Texas
$260K +$246K +2,028 New
HTC
857
Haverford Trust Company
Pennsylvania
$259K – – –
EIA
858
Edgemoor Investment Advisors
Maryland
$259K – – –
PFA
859
Pure Financial Advisors
California
$259K +$2.06K +17 +0.8%
CWG
860
Cornerstone Wealth Group
North Carolina
$257K +$5.09K +42 +2%
HL
861
HeadInvest LLC
Maine
$257K -$606 -5 -0.2%
GAG
862
GM Advisory Group
New York
$257K +$1.09K +9 +0.5%
BOH
863
Bank of Hawaii
Hawaii
$256K +$242K +2,001 New
MIM
864
Marco Investment Management
Georgia
$256K – – –
FWCM
865
Ferguson Wellman Capital Management
Oregon
$256K +$242K +1,995 New
CPC
866
Consolidated Planning Corp
Georgia
$255K – – –
SPP
867
Single Point Partners
Massachusetts
$254K -$8.72K -72 -4%
KTC
868
Kistler-Tiffany Companies
Pennsylvania
$252K – – –
CFAM
869
Coury Firm Asset Management
Pennsylvania
$251K +$969 +8 +0.4%
HCM
870
Hutchinson Capital Management
California
$251K +$121 +1 +0.1%
BZWA
871
Blue Zone Wealth Advisors
California
$251K – – –
CPIG
872
Chicago Partners Investment Group
Illinois
$250K +$969 +8 +0.4%
WSC
873
Wellington Shields & Co
New York
$250K – – –
PI
874
PEAK6 Investments
Illinois
$249K +$236K +1,946 New
B
875
Bailard
California
$248K – – –
33 34
35
36 37