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Name Holding Trade Value Shares
Change
Change in
Stake
G
1501
GenTrust
Florida
$229K +$822 +3 +0.4%
BL
1502
Balentine LLC
Georgia
$228K +$274 +1 +0.1%
TC
1503
Trust Company
Kansas
$227K – – –
TW
1504
TrinityPoint Wealth
Connecticut
$227K +$216K +788 New
WCM
1505
Wedge Capital Management
North Carolina
$227K +$216K +787 New
SAA
1506
Southeast Asset Advisors
Georgia
$227K – – –
GWCM
1507
Godshalk Welsh Capital Management
Pennsylvania
$226K – – –
CD
1508
Chapin Davis
Maryland
$226K -$49.6K -181 -19%
APP
1509
Avantax Planning Partners
Iowa
$226K -$18.9K -69 -8%
CT
1510
Caldwell Trust
Florida
$226K – – –
WDG
1511
Wealth Dimensions Group
Ohio
$225K +$214K +781 New
PP
1512
Pacifica Partners
Canada
$225K – – –
LS
1513
Leelyn Smith
Illinois
$224K +$213K +777 New
UAML
1514
US Asset Management LLC
Pennsylvania
$224K – – –
SIC
1515
Salem Investment Counselors
North Carolina
$224K – – –
AA
1516
Ancora Advisors
Ohio
$224K +$48.3K +176 +29%
JJBC
1517
James J. Burns & Company
New York
$223K -$3.02K -11 -1%
BCA
1518
Bay Colony Advisors
Massachusetts
$222K +$211K +771 New
HPM
1519
Hoxton Planning & Management
West Virginia
$221K +$210K +767 New
BFA
1520
Bill Few Associates
Pennsylvania
$220K +$209K +764 New
NPI
1521
New Perspectives Inc
Mississippi
$220K +$209K +762 New
SFM
1522
Signet Financial Management
New Jersey
$220K +$209K +762 New
LAS
1523
LWM Advisory Services
Florida
$219K +$208K +760 New
PWA
1524
Provenance Wealth Advisors
Florida
$218K – – –
RWM
1525
Rockline Wealth Management
New York
$218K +$207K +756 New