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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
901
Essex Financial Services
Connecticut
$219K -$14.8K -390 -6%
FHA
902
Flagship Harbor Advisors
Massachusetts
$218K +$5.85K +154 +3%
RB
903
Rodgers Brothers
Pennsylvania
$217K +$218K +5,743 New
BAC
904
Boys Arnold & Co
North Carolina
$216K
LC
905
Lindbrook Capital
California
$216K +$13.9K +366 +7%
HB
906
Horizon Bancorp
Indiana
$216K +$218K +5,732 New
CFG
907
Cooper Financial Group
California
$215K -$3.8K -100 -2%
FWIA
908
Fort Washington Investment Advisors
Ohio
$215K
MYIA
909
Mount Yale Investment Advisors
Colorado
$215K +$226K +5,945 New
BP
910
Ballentine Partners
Massachusetts
$213K +$152 +4 +0.1%
QCIG
911
Quad-Cities Investment Group
Iowa
$213K +$1.22K +32 +0.6%
BST
912
Bath Savings Trust
Maine
$213K +$2.28K +60 +1%
AF
913
Allworth Financial
California
$212K +$8.32K +219 +4%
HFG
914
Heron Financial Group
New York
$212K +$220K +5,793 New
CWS
915
Cypress Wealth Services
California
$211K -$101K -2,651 -32%
TCOV
916
Trust Company of Vermont
Vermont
$211K
RCM
917
RNC Capital Management
California
$210K -$7.03K -185 -3%
OKSA
918
O'Keefe Stevens Advisory
New York
$210K +$200K +5,258 New
PCG
919
Private Capital Group
Connecticut
$209K -$190K -5,011 -47%
AWA
920
Acorn Wealth Advisors
Michigan
$209K +$202K +5,321 New
CA
921
Cornerstone Advisory
Maryland
$209K +$211K +5,547 New
GW
922
GW & Wade
Massachusetts
$207K +$208K +5,481 New
KFI
923
Key Financial Inc
Pennsylvania
$206K +$207K +5,461 New
RBFC
924
Roman Butler Fullerton & Co
Missouri
$205K -$183K -4,829 -47%
GWM
925
GSB Wealth Management
Connecticut
$205K