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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
551
Moody National Bank Trust Division
Texas
$305K +$6.1K +11 +2%
IF
552
Intrua Financial
Texas
$303K +$250K +451 New
PP
553
PDS Planning
Ohio
$297K +$12.2K +22 +5%
ER
554
Enlightenment Research
Florida
$297K +$267K +481 New
WCAMG
555
Woodard & Company Asset Management Group
North Carolina
$296K +$266K +480 New
LFA
556
Legacy Financial Advisors
Kentucky
$294K +$18.3K +33 +7%
KOC
557
Koss-Olinger Consulting
Florida
$294K +$265K +477 New
NFC
558
Northeast Financial Consultants
Connecticut
$294K +$265K +477 New
AAM
559
Aureus Asset Management
Massachusetts
$292K – – –
CIC
560
Chilton Investment Company
Connecticut
$291K +$262K +472 New
FB
561
Fulton Bank
Pennsylvania
$290K +$260K +469 New
BONST
562
Bank of Nova Scotia Trust
Ontario, Canada
$289K -$74.9K -135 -22%
MCM
563
Marathon Capital Management
Maryland
$288K +$259K +467 New
CAN
564
Cetera Advisor Networks
California
$286K +$16.1K +29 +7%
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$280K +$3.88K +7 +2%
IAIM
566
International Assets Investment Management
Florida
$279K +$197K +355 +289%
RC
567
Roundview Capital
New Jersey
$278K +$250K +451 New
IFWM
568
Institute for Wealth Management
Colorado
$277K +$249K +449 New
FHA
569
Flagship Harbor Advisors
Massachusetts
$274K -$26.6K -48 -10%
SS
570
Sunbelt Securities
Texas
$273K -$11.1K -20 -4%
CCP
571
Cardan Capital Partners
Colorado
$273K – – –
HCA
572
Harbour Capital Advisors
Virginia
$273K +$246K +443 New
WGAM
573
Wilkinson Global Asset Management
New York
$269K +$241K +435 New
MW
574
Marcum Wealth
Ohio
$269K +$242K +436 New
TFS
575
Thoroughbred Financial Services
Tennessee
$268K +$241K +435 New