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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
901
Barton Investment Management
Pennsylvania
$478K -$103K -400 -18%
RA
902
RFG Advisory
Alabama
$478K +$50.2K +195 +13%
APG
903
Abacus Planning Group
South Carolina
$476K – – –
PWM
904
Paulson Wealth Management
Illinois
$473K – – –
GRP
905
Global Retirement Partners
California
$471K +$2.32K +9 +0.5%
BG
906
Bahl & Gaynor
Ohio
$471K +$10.8K +42 +2%
AAS
907
Ameritas Advisory Services
Nebraska
$466K +$3.61K +14 +0.8%
DWM
908
Drive Wealth Management
Utah
$466K +$67.8K +263 +17%
FNT
909
First National Trust
Pennsylvania
$463K -$60.8K -236 -12%
FNBTCON
910
First National Bank & Trust Co of Newtown
Pennsylvania
$461K – – –
ECM
911
Evergreen Capital Management
Washington
$457K -$24.2K -94 -5%
DI
912
Diligent Investors
California
$455K – – –
PWM
913
Palumbo Wealth Management
New York
$455K +$2.06K +8 +0.5%
LC
914
Lindbrook Capital
California
$455K +$123K +477 +38%
TFM
915
TFC Financial Management
Massachusetts
$454K +$1.29K +5 +0.3%
ACI
916
Alpha Cubed Investments
California
$454K +$78.6K +305 +21%
PCM
917
Prelude Capital Management
New York
$454K +$444K +1,722 New
1SB
918
1ST Source Bank
Indiana
$453K – – –
EWM
919
Empirical Wealth Management
Washington
$453K +$443K +1,719 New
PFBT
920
Parkside Financial Bank & Trust
Missouri
$451K -$7.47K -29 -2%
CAM
921
Campion Asset Management
Virginia
$449K +$10.3K +40 +2%
FSA
922
Fort Sheridan Advisors
Illinois
$449K +$75.2K +292 +21%
MC
923
Middleton & Co
Massachusetts
$447K – – –
BCWM
924
Bartlett & Co Wealth Management
Ohio
$446K +$11.1K +43 +3%
BC
925
Bartlett & Co
Ohio
$446K +$11.1K +43 +3%