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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2251
Acropolis Investment Management
Missouri
$416K -$136K -1,174 -24%
NF
2252
Nvest Financial
New Hampshire
$415K +$6.82K +59 +2%
SFS
2253
Strategic Financial Services
New York
$415K +$32.9K +285 +8%
BS
2254
Brighton Securities
New York
$413K +$422K +3,655 New
CSWM
2255
Cassady Schiller Wealth Management
Ohio
$413K +$11.1K +96 +3%
GAA
2256
Global Assets Advisory
Florida
$413K -$52.2K -452 -11%
LSA
2257
Lion Street Advisors
Texas
$413K -$924 -8 -0.2%
SAW
2258
Signal Advisors Wealth
Michigan
$412K +$19.6K +170 +5%
TW
2259
Traveka Wealth
California
$412K +$184K +1,592 +78%
CHA
2260
Cooper/Haims Advisors
New York
$410K – – –
VW
2261
Vance Wealth
California
$410K +$5.08K +44 +1%
APA
2262
Astoria Portfolio Advisors
New York
$410K -$1.73K -15 -0.4%
OWA
2263
Octavia Wealth Advisors
Ohio
$408K -$21.4K -185 -5%
SFC
2264
SYM Financial Corp
Indiana
$407K +$67.6K +585 +19%
RYIA
2265
Roehl & Yi Investment Advisors
Oregon
$406K +$415K +3,593 New
FIM
2266
Fernwood Investment Management
Massachusetts
$406K -$34.7K -300 -8%
SCA
2267
Sippican Capital Advisors
Massachusetts
$406K – – –
SWM
2268
Seed Wealth Management
Illinois
$405K – – –
FVWA
2269
Foster Victor Wealth Advisors
South Carolina
$405K -$37K -320 -8%
TFF
2270
The Family Firm
Maryland
$405K -$13.9K -120 -3%
AIP
2271
Almanack Investment Partners
Pennsylvania
$403K +$15.6K +135 +4%
CCP
2272
Carmel Capital Partners
California
$403K +$2.54K +22 +0.6%
BWM
2273
Baron Wealth Management
Michigan
$401K +$172K +1,488 +72%
CFG
2274
Clayton Financial Group
Missouri
$401K – – –
PBO
2275
Peoples Bank (Ohio)
Ohio
$399K -$56K -485 -12%