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Name Holding Trade Value Shares
Change
Change in
Stake
HB
1326
HTLF Bank
Colorado
$338K -$119K -695 -24%
AFA
1327
American Financial Advisors
Georgia
$337K -$38.6K -225 -9%
AO
1328
Advisor OS
Illinois
$336K
AWC
1329
Adamsbrown Wealth Consultants
Kansas
$335K +$29.7K +173 +9%
CAMG
1330
CWA Asset Management Group
Florida
$334K +$376K +2,194 New
NAS
1331
NWF Advisory Services
California
$333K -$103K -600 -21%
UPS
1332
UHLMANN PRICE SECURITIES
Illinois
$333K +$376K +2,190 New
CFP
1333
Cascade Financial Partners
California
$332K -$47.2K -275 -12%
SA
1334
Skyline Advisors
Washington
$332K
EFG
1335
Everhart Financial Group
Ohio
$332K -$50.8K -296 -12%
COCM
1336
Charter Oak Capital Management
New Hampshire
$331K -$26.2K -153 -7%
CAM
1337
CenterStar Asset Management
Illinois
$329K +$370K +2,159 New
TWM
1338
Tradition Wealth Management
Minnesota
$328K +$63.4K +370 +21%
WA
1339
WBH Advisory
Maryland
$328K +$9.77K +57 +3%
PIM
1340
Pullen Investment Management
Florida
$327K
WP
1341
WMS Partners
Maryland
$327K +$52K +303 +16%
GSIAS
1342
Garden State Investment Advisory Services
New Jersey
$327K -$69.6K -406 -16%
CCFCSB
1343
Cape Cod Five Cents Savings Bank
Massachusetts
$326K -$117K -680 -24%
PFA
1344
Pathway Financial Advisors
Vermont
$326K
RZH
1345
Relyea Zuckerberg Hanson
Connecticut
$326K -$106K -618 -22%
HAM
1346
Harmony Asset Management
Arizona
$325K -$33.6K -196 -8%
EARNEST Partners
1347
EARNEST Partners
Georgia
$325K +$5.83K +34 +2%
SAG
1348
SageView Advisory Group
California
$324K -$426K -2,484 -54%
MPI
1349
Mairs & Power Inc
Minnesota
$323K -$24.5K -143 -6%
IWM
1350
Integris Wealth Management
California
$323K