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Name Holding Trade Value Shares
Change
Change in
Stake
RRA
676
Round Rock Advisors
Connecticut
$256K
GIA
677
Gladstone Institutional Advisory
Florida
$254K -$13K -438 -5%
FWP
678
FAS Wealth Partners
Kansas
$253K -$2.71K -91 -1%
MIS
679
Morningstar Investment Services
Illinois
$253K +$15.1K +509 +7%
ACA
680
Atlas Capital Advisors
Wyoming
$253K -$19.4K -651 -7%
WWM
681
Windsor Wealth Management
Indiana
$252K -$387 -13 -0.2%
CI
682
CX Institutional
Indiana
$250K -$2.08K -70 -0.8%
KAM
683
KEB Asset Management
Illinois
$250K +$2.86K +96 +1%
WFA
684
Wipfli Financial Advisors
Wisconsin
$250K +$261K +8,766 New
NCM
685
Noesis Capital Mangement
Florida
$249K
OIA
686
Optimum Investment Advisors
Illinois
$247K +$119 +4 +0%
PCIA
687
Prime Capital Investment Advisors
Kansas
$247K +$258K +8,656 New
IP
688
Investment Partners
Ohio
$247K +$258K +8,669 New
BB
689
Bell Bank
North Dakota
$246K
CT
690
Coastline Trust
Rhode Island
$246K
TWM
691
Tradition Wealth Management
Minnesota
$246K +$1.49K +50 +0.6%
MW
692
Marcum Wealth
Ohio
$245K -$5.39K -181 -2%
KMWM
693
Keudell/Morrison Wealth Management
Oregon
$241K -$13.5K -454 -5%
TIA
694
Traphagen Investment Advisors
New Jersey
$239K -$36.3K -1,221 -13%
LJAC
695
L.J. Altfest & Co
New York
$239K -$1.9K -64 -0.8%
HIP
696
HUB Investment Partners
Texas
$239K +$14.6K +490 +6%
BWM
697
BigSur Wealth Management
Florida
$237K -$5.95K -200 -2%
SGCA
698
Steel Grove Capital Advisors
Tennessee
$236K
ISL
699
Ingalls & Snyder LLC
New York
$234K -$9.28K -312 -4%
BPWM
700
Badgley Phelps Wealth Managers
Washington
$234K -$2.98K -100 -1%