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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
751
Morningstar Investment Services
Illinois
$247K +$260K +875 New
WA
752
WealthTrust Axiom
Pennsylvania
$247K
EHC
753
Everett Harris & Co
California
$246K
IAN
754
Integrated Advisors Network
Texas
$246K +$21.4K +72 +9%
RG
755
Richelieu Gestion
France
$244K -$1.77M -5,953 -87%
PHS
756
Pekin Hardy Strauss
Illinois
$244K
SW
757
SVB Wealth
Massachusetts
$244K -$12.5K -42 -5%
AAS
758
Avantax Advisory Services
Texas
$241K -$12.8K -43 -5%
AWAG
759
ARS Wealth Advisors Group
Florida
$241K -$227K -764 -47%
M
760
Mirova
France
$239K -$254K -853 -50%
CAI
761
Capital Advisors Inc
Oklahoma
$238K +$249K +837 New
BSC
762
Brown Shipley & Co
United Kingdom
$238K -$8.04K -27 -3%
IA
763
IFP Advisors
Florida
$237K +$73.8K +248 +42%
NB
764
NBT Bank
New York
$236K +$16.1K +54 +7%
GHA
765
GW Henssler & Associates
Georgia
$235K -$119K -400 -33%
FBT
766
First Bank & Trust
South Dakota
$235K -$6.55K -22 -3%
POIA
767
Pin Oak Investment Advisors
Texas
$234K
HSA
768
HBK Sorce Advisory
Pennsylvania
$233K -$595 -2 -0.2%
CC
769
Courier Capital
New York
$232K -$71.4K -240 -23%
OWA
770
One Wealth Advisors
California
$230K -$12.8K -43 -5%
SAG
771
SageView Advisory Group
California
$230K +$16.1K +54 +7%
PIMJS
772
PKO Investment Management Joint-Stock
Poland
$228K
SIC
773
Sigma Investment Counselors
Michigan
$228K
CB
774
Community Bank
New York
$228K
RVM
775
Robinson Value Management
Texas
$226K