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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1051
Arax Advisory Partners
Colorado
$291K -$9.84K -64 -4%
SRSA
1052
S.R. Schill & Associates
Washington
$291K
SNT
1053
Security National Trust
West Virginia
$289K
LWM
1054
Laidlaw Wealth Management
New York
$289K +$13.7K +89 +5%
BBNA
1055
Bremer Bank National Association
Minnesota
$288K -$154 -1 -0.1%
MWM
1056
Mission Wealth Management
California
$287K +$4K +26 +2%
HC
1057
Henshaw Capital
Massachusetts
$286K +$307 +2 +0.1%
PG
1058
Pendal Group
Australia
$285K -$90.4K -588 -25%
MMG
1059
Monetary Management Group
Missouri
$284K -$53.8K -350 -17%
FLPIM
1060
F.L. Putnam Investment Management
Massachusetts
$281K +$261K +1,699 New
CMI
1061
Clare Market Investments
Texas
$278K +$154 +1 +0.1%
NGA
1062
Naples Global Advisors
Florida
$276K
LNC
1063
Lincoln National Corp
Pennsylvania
$276K +$256K +1,666 New
BRG
1064
Bay Rivers Group
Virginia
$276K +$257K +1,671 New
CT
1065
Cambridge Trust
Massachusetts
$275K
PCA
1066
Personal Capital Advisors
California
$274K +$254K +1,656 New
TIA
1067
Tiemann Investment Advisors
California
$271K -$6.92K -45 -3%
GSBTD
1068
Glenview State Bank Trust Department
Illinois
$271K
LRPA
1069
L. Roy Papp & Associates
Arizona
$271K
TFA
1070
Teamwork Financial Advisors
Texas
$271K +$252K +1,640 New
PCP
1071
Proficio Capital Partners
Massachusetts
$270K +$12.3K +80 +5%
VC
1072
Vicus Capital
Pennsylvania
$269K -$1.54K -10 -0.6%
KPW
1073
Kore Private Wealth
New York
$269K +$4.92K +32 +2%
RPC
1074
Rossmore Private Capital
Connecticut
$269K +$250K +1,624 New
BWCS
1075
Beirne Wealth Consulting Services
Connecticut
$269K +$250K +1,629 New