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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
901
Global Retirement Partners
California
$471K +$2.32K +9 +0.5%
BG
902
Bahl & Gaynor
Ohio
$471K +$10.8K +42 +2%
AAS
903
Ameritas Advisory Services
Nebraska
$466K +$3.61K +14 +0.8%
DWM
904
Drive Wealth Management
Utah
$466K +$67.8K +263 +17%
FNT
905
First National Trust
Pennsylvania
$463K -$60.8K -236 -12%
FNBTCON
906
First National Bank & Trust Co of Newtown
Pennsylvania
$461K
ECM
907
Evergreen Capital Management
Washington
$457K -$24.2K -94 -5%
DI
908
Diligent Investors
California
$455K
PWM
909
Palumbo Wealth Management
New York
$455K +$2.06K +8 +0.5%
LC
910
Lindbrook Capital
California
$455K +$123K +477 +38%
TFM
911
TFC Financial Management
Massachusetts
$454K +$1.29K +5 +0.3%
ACI
912
Alpha Cubed Investments
California
$454K +$78.6K +305 +21%
PCM
913
Prelude Capital Management
New York
$454K +$444K +1,722 New
1SB
914
1ST Source Bank
Indiana
$453K
EWM
915
Empirical Wealth Management
Washington
$453K +$443K +1,719 New
PFBT
916
Parkside Financial Bank & Trust
Missouri
$451K -$7.47K -29 -2%
CAM
917
Campion Asset Management
Virginia
$449K +$10.3K +40 +2%
FSA
918
Fort Sheridan Advisors
Illinois
$449K +$75.2K +292 +21%
MC
919
Middleton & Co
Massachusetts
$447K
BCWM
920
Bartlett & Co Wealth Management
Ohio
$446K +$11.1K +43 +3%
BC
921
Bartlett & Co
Ohio
$446K +$11.1K +43 +3%
MGAM
922
McGowan Group Asset Management
Texas
$442K +$515 +2 +0.1%
FRM
923
Fox Run Management
Connecticut
$436K +$59K +229 +16%
HPM
924
Hudson Portfolio Management
New York
$435K -$3.87K -15 -0.9%
IAA
925
Independent Advisor Alliance
North Carolina
$434K -$108K -419 -20%