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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$229K +$352 +12 +0.2%
CA
702
Cullinan Associates
Kentucky
$227K
PBO
703
Peoples Bank (Ohio)
Ohio
$226K
PMSA
704
Patrick M. Sweeney & Associates
Illinois
$226K +$214K +7,301 New
PAMG
705
Patton Albertson Miller Group
Tennessee
$225K -$1.55K -53 -0.7%
SWM
706
SeaCrest Wealth Management
New York
$225K -$68.6K -2,338 -24%
VA
707
Valmark Advisers
Ohio
$224K -$41.7K -1,423 -16%
CFS
708
CRA Financial Services
New Jersey
$224K
PP
709
Patten & Patten
Tennessee
$224K -$63.5K -2,164 -22%
LSA
710
Leonteq Securities AG
Switzerland
$223K +$20.7K +705 +10%
CD
711
Chapin Davis
Maryland
$222K +$6.16K +210 +3%
BIM
712
Bridges Investment Management
Nebraska
$221K -$11.7K -400 -5%
HP
713
Holistic Planning
Texas
$221K +$117 +4 +0.1%
IA
714
Integrity Alliance
Iowa
$220K -$62.9K -2,145 -23%
WSCM
715
Wellington Shields Capital Management
New York
$220K
PWM
716
Pines Wealth Management
North Carolina
$219K +$208K +7,084 New
FSA
717
Fort Sheridan Advisors
Illinois
$217K
GP
718
Greenline Partners
New York
$217K
EWA
719
Encompass Wealth Advisors
Oregon
$217K +$675 +23 +0.3%
LIM
720
Leavell Investment Management
Alabama
$216K +$211K +7,210 New
VIP
721
Vista Investment Partners
Oklahoma
$215K -$876K -29,870 -81%
OPWM
722
Oregon Pacific Wealth Management
Oregon
$215K +$14.7K +502 +8%
OIA
723
OneDigital Investment Advisors
Kansas
$215K -$9K -307 -4%
MGIA
724
Moneta Group Investment Advisors
Missouri
$215K +$34.8K +1,187 +20%
FAM
725
Formidable Asset Management
Ohio
$215K