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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
676
Main Street Research
Connecticut
$266K -$202K -361 -39%
IFWM
677
Institute for Wealth Management
Colorado
$266K +$45.2K +81 +17%
DBG
678
De Burlo Group
Massachusetts
$266K +$312K +559 New
MNBTD
679
Moody National Bank Trust Division
Texas
$265K +$38K +68 +14%
LFS
680
Legacy Financial Strategies
Kansas
$261K +$88.2K +158 +41%
MFG
681
Menard Financial Group
Texas
$260K -$74.8K -134 -20%
ACA
682
Atlas Capital Advisors
Wyoming
$259K -$143K -257 -32%
GIA
683
Gateway Investment Advisers
Ohio
$256K +$47.4K +85 +19%
QCM
684
Quantinno Capital Management
New York
$255K +$84.8K +152 +40%
OPS
685
Orion Portfolio Solutions
Nebraska
$252K +$28.5K +51 +11%
MGIA
686
Moneta Group Investment Advisors
Missouri
$252K +$40.7K +73 +16%
VFA
687
Valeo Financial Advisors
Indiana
$248K -$69.8K -125 -19%
Vontobel Holding
688
Vontobel Holding
Switzerland
$247K -$75.9K -136 -21%
B
689
Bellecapital
Switzerland
$247K – – –
GDP
690
Great Diamond Partners
Maine
$247K +$9.49K +17 +3%
WTA
691
Washington Trust Advisors
Massachusetts
$247K +$10.6K +19 +4%
DA
692
Dillon & Associates
Michigan
$247K +$92.7K +166 +47%
IAIM
693
International Assets Investment Management
Florida
$242K -$184K -329 -39%
CFG
694
Cooper Financial Group
California
$239K +$2.23K +4 +0.8%
ST
695
Sentinel Trust
Texas
$237K -$8.93K -16 -3%
GA
696
Geller Advisors
New York
$237K – – –
CG
697
Cutler Group
California
$237K +$279K +500 New
C
698
CEDRUS
Colorado
$237K +$12.3K +22 +5%
OWA
699
Opal Wealth Advisors
New York
$236K -$26.8K -48 -9%
RFC
700
Regions Financial Corp
Alabama
$236K -$21.8K -39 -7%