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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
626
USA Financial Formulas
Michigan
$904K +$878K +3,471 New
MHC
627
Meyer Handelman Company
New York
$903K +$877K +3,467 New
EF
628
Empowered Funds
Pennsylvania
$900K +$166K +656 +23%
EHWM
629
Eads & Heald Wealth Management
Georgia
$897K -$10.4K -41 -1%
PSB
630
Passumpsic Savings Bank
Vermont
$891K +$866K +3,423 New
KIA
631
Knollwood Investment Advisory
Maryland
$888K
GA
632
GraniteShares Advisors
New York
$888K -$18K -71 -2%
LFA
633
Legacy Financial Advisors
Kentucky
$886K +$50.6K +200 +6%
FIA
634
Foundations Investment Advisors
Arizona
$885K -$11.6K -46 -1%
B
635
Birchbrook
Maine
$880K -$169K -669 -17%
IP
636
Intellectus Partners
California
$874K
1WM
637
1900 Wealth Management
Texas
$872K -$1.06M -4,190 -56%
KeyBank National Association
638
KeyBank National Association
Ohio
$872K -$34.4K -136 -4%
TWC
639
TD Waterhouse Canada
Ontario, Canada
$871K +$821K +3,243 New
LTAS
640
Linden Thomas Advisory Services
North Carolina
$869K +$62.2K +246 +8%
CIA
641
Cape Investment Advisory
Georgia
$869K +$8.1K +32 +1%
AWP
642
Accretive Wealth Partners
New Jersey
$866K -$11.4K -45 -1%
WW
643
Waterfront Wealth
Kansas
$863K +$11.4K +45 +1%
ILI
644
Invesco LLC (Illinois)
Illinois
$862K -$208K -821 -20%
WS
645
Wedbush Securities
California
$854K -$59.5K -235 -7%
CG
646
Caprock Group
Idaho
$852K +$107K +424 +15%
CC
647
Copperleaf Capital
North Carolina
$852K +$441K +1,743 +114%
GVAG
648
Great Valley Advisor Group
Delaware
$850K -$10.9K -43 -1%
PAS
649
Park Avenue Securities
New York
$850K -$48.1K -190 -6%
LF
650
LifePlan Financial
Minnesota
$850K +$254K +1,002 +44%