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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1251
Berkshire Asset Management
Pennsylvania
$209K -$21.4K -75 -9%
HH
1252
Hilltop Holdings
Texas
$209K +$4.56K +16 +2%
AA
1253
Alesco Advisors
New York
$209K
TI
1254
Truepoint Inc
Ohio
$208K +$208K +728 New
CFG
1255
CKW Financial Group
Hawaii
$207K +$28.5K +100 +16%
IA
1256
Insight Advisors
Pennsylvania
$207K +$285 +1 +0.1%
CFP
1257
Catalyst Financial Partners
Massachusetts
$207K +$206K +722 New
AA
1258
Ancora Advisors
Ohio
$206K
CCA
1259
Cobblestone Capital Advisors
New York
$205K +$204K +717 New
TC
1260
Telemus Capital
Michigan
$205K -$123K -433 -38%
HL
1261
HeadInvest LLC
Maine
$203K
NICM
1262
Neo Ivy Capital Management
New York
$203K +$202K +708 New
GCMG
1263
Gyroscope Capital Management Group
Florida
$202K -$26.5K -93 -12%
PP
1264
Patron Partners
Texas
$202K +$201K +705 New
LGA
1265
Lebenthal Global Advisors
New York
$201K +$200K +703 New
MSFS
1266
Main Street Financial Solutions
Pennsylvania
$201K -$9.7K -34 -5%
DA
1267
Detalus Advisors
Missouri
$200K +$200K +700 New
MKA
1268
M. Kulyk & Associates
Georgia
$200K -$19.1K -67 -9%
CMP
1269
Coston McIsaac & Partners
Maine
$198K -$3.42K -12 -2%
FCAS
1270
First Command Advisory Services
Texas
$197K +$197K +690 New
JWA
1271
JFS Wealth Advisors
Pennsylvania
$195K +$41.6K +146 +27%
LCM
1272
Logan Capital Management
Pennsylvania
$187K
MCM
1273
MV Capital Management
Maryland
$187K -$16K -56 -8%
WPA
1274
West Paces Advisors
Georgia
$186K
MWM
1275
Mascoma Wealth Management
New Hampshire
$185K