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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1151
Beacon Financial Group
Texas
$759K -$273K -1,170 -28%
SBWM
1152
Sunflower Bank Wealth Management
Arizona
$754K -$19.8K -85 -3%
HW
1153
Hedeker Wealth
Illinois
$749K -$44.8K -192 -6%
CT
1154
Coastline Trust
Rhode Island
$745K +$115K +495 +20%
MSTVIM
1155
Messner & Smith Theme Value Investment Management
California
$744K
BG
1156
Bahl & Gaynor
Ohio
$743K +$164K +705 +32%
LFAS
1157
Level Four Advisory Services
Texas
$734K +$43.4K +186 +7%
HIM
1158
Harbour Investment Management
Washington
$733K
BTIS
1159
BB&T Investment Services
North Carolina
$727K +$118K +507 +21%
PCMC
1160
Paragon Capital Management (Colorado)
Colorado
$727K +$667K +2,861 New
VF
1161
Virtu Financial
New York
$718K +$659K +2,826 New
AWA
1162
Arete Wealth Advisors
Illinois
$715K +$94.6K +406 +17%
FMC
1163
First Merchants Corp
Indiana
$712K -$49K -210 -7%
NFC
1164
Northeast Financial Consultants
Connecticut
$712K
JCM
1165
Janney Capital Management
Pennsylvania
$710K -$12.1K -52 -2%
CFA
1166
Carroll Financial Associates
North Carolina
$710K -$8.16K -35 -1%
AIA
1167
Allegis Investment Advisors
Idaho
$708K +$235K +1,010 +57%
SWM
1168
Stockman Wealth Management
Montana
$706K +$328K +1,409 +103%
TIA
1169
Tiemann Investment Advisors
California
$705K +$2.33K +10 +0.4%
JIP
1170
Jaffetilchin Investment Partners
Florida
$704K +$51.3K +220 +9%
WP
1171
WMS Partners
Maryland
$702K -$42.4K -182 -6%
TTWM
1172
TCV Trust & Wealth Management
Virginia
$699K -$46.6K -200 -7%
CAG
1173
Crestwood Advisors Group
Massachusetts
$699K
GD
1174
Grandfield & Dodd
New York
$698K
AWA
1175
ARS Wealth Advisors
Florida
$698K +$5.83K +25 +0.9%