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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
726
BHK Investment Advisors
Alabama
$239K +$239K +6,628 New
CAM
727
Carret Asset Management
New York
$237K
MFG
728
Menard Financial Group
Texas
$237K +$238K +6,584 New
FLI
729
Family Legacy Inc
South Carolina
$234K
TAM
730
Tradition Asset Management
Virginia
$234K
CYG
731
Clean Yield Group
Vermont
$233K -$2.02K -56 -0.9%
DA
732
Duality Advisers
Florida
$233K +$233K +6,460 New
Fayez Sarofim & Co
733
Fayez Sarofim & Co
Texas
$232K
Fiera Capital (Canada)
734
Fiera Capital (Canada)
Quebec, Canada
$230K -$30.1K -832 -12%
WCWM
735
Willow Creek Wealth Management
California
$230K
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$230K +$15.7K +435 +7%
PVWM
737
Point View Wealth Management
New Jersey
$228K -$9.39K -260 -4%
EWM
738
Empirical Wealth Management
Washington
$228K +$229K +6,335 New
JWCA
739
J.W. Coons Advisors
Ohio
$227K -$371K -10,262 -62%
PWW
740
Pettyjohn Wood & White
Virginia
$227K -$3.58K -99 -2%
CAAS
741
Capital Asset Advisory Services
Michigan
$227K +$215K +5,965 New
SC
742
Savant Capital
Illinois
$225K +$225K +6,236 New
MAA
743
Matrix Asset Advisors
New York
$223K
SWM
744
SeaCrest Wealth Management
New York
$223K +$2.2K +61 +1%
LNB
745
Ledyard National Bank
$221K -$34K -940 -13%
BS
746
Boenning & Scattergood
Pennsylvania
$221K +$222K +6,133 New
IG
747
ING Group
Netherlands
$219K +$219K +6,069 New
CIAS
748
Capital Investment Advisory Services
North Carolina
$218K -$6.14K -170 -3%
HCA
749
Horan Capital Advisors
Ohio
$218K
GWM
750
Geneos Wealth Management
Colorado
$216K -$47K -1,300 -17%