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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1026
Bar Harbor Wealth Management
New Hampshire
$540K +$243K +737 +98%
WAP
1027
Wealthcare Advisory Partners
Pennsylvania
$539K +$34.2K +104 +8%
AI
1028
AdvisorShares Investments
Maryland
$539K – – –
WAG
1029
Winthrop Advisory Group
Massachusetts
$536K -$468K -1,421 -49%
GLA
1030
Great Lakes Advisors
Illinois
$535K -$118K -358 -20%
PCA
1031
Pallas Capital Advisors
Massachusetts
$535K +$77.7K +236 +19%
JWCA
1032
J.W. Coons Advisors
Ohio
$535K – – –
FNBTCON
1033
First National Bank & Trust Co of Newtown
Pennsylvania
$535K -$1.65K -5 -0.3%
BWP
1034
BSW Wealth Partners
Colorado
$533K +$103K +313 +27%
CWS
1035
Confluence Wealth Services
Pennsylvania
$533K +$26.3K +80 +6%
CA
1036
CoreCap Advisors
Michigan
$532K -$46.4K -141 -9%
AFG
1037
Atomi Financial Group
New York
$530K +$60.2K +183 +14%
SHFA
1038
SS&H Financial Advisors
Michigan
$530K -$122K -372 -20%
CPW
1039
Cove Private Wealth
New York
$527K – – –
NME
1040
Notis-McConarty Edward
$527K – – –
CCIA
1041
Campbell & Co Investment Adviser
Maryland
$524K -$565K -1,715 -54%
ICM
1042
Islay Capital Management
Texas
$524K – – –
ACM
1043
Advisors Capital Management
New Jersey
$523K +$474K +1,439 New
KFS
1044
Kurt F. Somerville
$523K – – –
BG
1045
Bahl & Gaynor
Ohio
$519K -$35.9K -109 -7%
SWP
1046
Strategic Wealth Partners
Ohio
$517K -$458K -1,392 -49%
LWCFA
1047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$515K – – –
SPA
1048
Sherbrooke Park Advisers
New York
$514K +$132K +400 +39%
CA
1049
Claro Advisors
Massachusetts
$507K +$39.2K +119 +9%
FTC
1050
Farmers Trust Company
Ohio
$504K -$32.9K -100 -7%