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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1876
Legacy Private Trust
Wisconsin
$316K – – –
PCWA
1877
Pacific Capital Wealth Advisors
California
$316K +$18.3K +79 +6%
MAG
1878
Mayfair Advisory Group
Alabama
$316K -$50K -216 -14%
SOS
1879
Silver Oak Securities
Tennessee
$314K +$48.4K +209 +18%
Ancora Advisors
1880
Ancora Advisors
Ohio
$314K – – –
HFRG
1881
Houlihan Financial Resource Group
Virginia
$314K – – –
CTA
1882
Colonial Trust Advisors
South Carolina
$314K -$4.17K -18 -1%
EHAM
1883
Eagle Harbor Asset Management
Washington
$314K – – –
Savvy Advisors Inc
1884
Savvy Advisors Inc
New York
$313K +$77.6K +335 +33%
JWBC
1885
J.W. Burns & Co
New York
$313K -$695 -3 -0.2%
BCM
1886
BTC Capital Management
Iowa
$312K -$6.49K -28 -2%
PMFA
1887
Plante Moran Financial Advisors
Michigan
$310K -$9.73K -42 -3%
AMG
1888
Advisors Management Group
Wisconsin
$310K -$4.86K -21 -2%
TWP
1889
Tyche Wealth Partners
Texas
$308K +$232 +1 +0.1%
FFA
1890
Fragasso Financial Advisors
Pennsylvania
$308K -$142K -611 -31%
MA
1891
MJP Associates
Connecticut
$306K +$4.63K +20 +2%
SN
1892
Sittner & Nelson
Oregon
$306K +$232 +1 +0.1%
Heritage Wealth Advisors
1893
Heritage Wealth Advisors
Virginia
$306K -$519K -2,240 -63%
HCP
1894
Hexagon Capital Partners
Arkansas
$305K -$1.62K -7 -0.5%
FDDB
1895
Fidelity D&D Bancorp
Pennsylvania
$305K – – –
GDP
1896
Great Diamond Partners
Maine
$304K -$4.4K -19 -1%
SAM
1897
Summit Asset Management
Tennessee
$304K – – –
Duff & Phelps Investment Management
1898
Duff & Phelps Investment Management
Illinois
$304K -$1.23M -5,321 -80%
BP
1899
BBR Partners
New York
$304K -$15.7K -68 -5%
HFS
1900
Heritage Financial Services
Massachusetts
$304K -$3.71K -16 -1%