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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1751
Perennial Investment Advisors
California
$311K +$460 +2 +0.1%
NP
1752
NorthRock Partners
Minnesota
$309K +$79.9K +347 +31%
SSA
1753
Schonfeld Strategic Advisors
New York
$309K +$335K +1,455 New
LIA
1754
LS Investment Advisors
Michigan
$308K -$11.6M -50,460 -97%
ACM
1755
Aljian Capital Management
Nevada
$308K
IWA
1756
IVC Wealth Advisors
Pennsylvania
$307K -$57.3K -249 -15%
ONST
1757
Old North State Trust
North Carolina
$307K -$21.9K -95 -6%
PCP
1758
Proficio Capital Partners
Massachusetts
$306K -$38.7K -168 -10%
HWA
1759
Heartwood Wealth Advisors
Virginia
$306K +$18.4K +80 +6%
WLIM
1760
White Lighthouse Investment Management
Massachusetts
$305K -$8.06K -35 -2%
SAA
1761
Southeast Asset Advisors
Georgia
$304K +$91.6K +398 +39%
TSS
1762
Thomas Story & Son
Indiana
$298K -$23K -100 -7%
SFS
1763
Summit Financial Strategies
Ohio
$298K
VC
1764
Veracity Capital
Georgia
$297K -$460 -2 -0.1%
MWM
1765
Meridian Wealth Management
Kentucky
$295K +$5.52K +24 +2%
DWM
1766
Destination Wealth Management
California
$293K -$18K -78 -5%
GG
1767
GenWealth Group
New Jersey
$292K -$20.5K -89 -6%
PWM
1768
Prentice Wealth Management
New York
$292K -$4.83K -21 -2%
JIP
1769
Jaffetilchin Investment Partners
Florida
$292K +$25.8K +112 +9%
KWM
1770
Keebeck Wealth Management
Illinois
$291K -$2.07K -9 -0.7%
JWBC
1771
John W. Bristol & Co
New York
$290K
CAAS
1772
Capital Asset Advisory Services
Michigan
$289K -$540K -2,344 -63%
KTA
1773
Keeley-Teton Advisors
Illinois
$289K +$313K +1,360 New
MOS
1774
MGO One Seven
Ohio
$288K -$445K -1,933 -58%
EIA
1775
Edgemoor Investment Advisors
Maryland
$288K -$2.53K -11 -0.8%