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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
726
FAS Wealth Partners
Kansas
$321K +$307K +8,278 New
WWM
727
Windsor Wealth Management
Indiana
$319K +$111 +3 +0%
WA
728
WealthTrust Axiom
Pennsylvania
$318K +$260 +7 +0.1%
LC
729
LCNB Corp
Ohio
$318K -$2.78K -75 -0.9%
ATIA
730
American Trust Investment Advisors
New Hampshire
$317K
GS
731
GTS Securities
Florida
$317K +$304K +8,184 New
SP
732
Successful Portfolios
Florida
$317K +$779 +21 +0.3%
P
733
Pitcairn
Pennsylvania
$316K +$19.3K +520 +7%
BBHC
734
Brown Brothers Harriman & Co
New York
$315K +$83.9K +2,261 +38%
CT
735
Cambridge Trust
Massachusetts
$312K
CIA
736
Compass Ion Advisors
Pennsylvania
$311K +$298K +8,023 New
NCM
737
Noesis Capital Mangement
Florida
$309K -$4.27K -115 -1%
UF
738
Univest Financial
Pennsylvania
$307K
EFMC
739
Empire Financial Management Company
New York
$307K
CFS
740
CRA Financial Services
New Jersey
$307K -$2.78K -75 -0.9%
LWM
741
Liberty Wealth Management
California
$307K -$26.2K -707 -8%
SF
742
Slagle Financial
Illinois
$302K -$66.4K -1,789 -19%
RSWM
743
Robertson Stephens Wealth Management
California
$302K +$111 +3 +0%
PVM
744
Palogic Value Management
Texas
$301K
ESB
745
Essex Savings Bank
Connecticut
$301K -$25.8K -696 -8%
RA
746
RFG Advisory
Alabama
$298K +$286K +7,701 New
1WM
747
1900 Wealth Management
Texas
$298K +$286K +7,693 New
PP
748
PDS Planning
Ohio
$297K +$14.3K +386 +5%
DDC
749
DF Dent & Co
Maryland
$297K
PWM
750
Perigon Wealth Management
California
$297K -$705 -19 -0.2%