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Name Holding Trade Value Shares
Change
Change in
Stake
GC
901
Grimes & Company
Massachusetts
$279K -$11.8K -60 -4%
IAN
902
Integrated Advisors Network
Texas
$278K +$26.9K +137 +11%
EHWM
903
Eads & Heald Wealth Management
Georgia
$275K +$18.6K +95 +8%
JWCA
904
J.W. Coons Advisors
Ohio
$273K -$9.81K -50 -4%
FPIS
905
Financial Planning & Information Services
Wisconsin
$272K – – –
FFG
906
Ford Financial Group
California
$270K – – –
FWM
907
Fairhaven Wealth Management
Illinois
$269K -$13.1K -67 -5%
BSA
908
Bull Street Advisors
Georgia
$269K – – –
CT
909
Cambridge Trust
Massachusetts
$268K -$9.02K -46 -3%
PT
910
Plimoth Trust
Massachusetts
$268K – – –
OPS
911
Orion Portfolio Solutions
Nebraska
$267K -$16.7K -85 -6%
AW
912
ACG Wealth
Georgia
$266K -$799K -4,072 -76%
NIM
913
Northeast Investment Management
Massachusetts
$266K -$23.5K -120 -9%
SBL
914
Sargent Bickham Lagudis
Colorado
$265K -$11.8K -60 -4%
LDB
915
Lee, Danner & Bass
Tennessee
$262K – – –
CAM
916
ClariVest Asset Management
California
$258K -$59K -301 -20%
LBC
917
Lowe Brockenbrough & Co
Virginia
$258K – – –
ST
918
Spinnaker Trust
Maine
$258K – – –
MLL
919
Moody Lynn & Lieberson
Massachusetts
$257K -$1.96K -10 -0.8%
MS
920
Maven Securities
Jersey
$256K +$241K +1,230 New
GWM
921
Gray Wealth Management
Maine
$255K – – –
CAL
922
Capital Analysts LLC
Pennsylvania
$254K -$92K -469 -28%
SPC
923
Sigma Planning Corp
Michigan
$253K +$238K +1,215 New
B
924
Bailard
California
$251K +$237K +1,207 New
HPWM
925
Highland Private Wealth Management
Washington
$251K +$237K +1,208 New