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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
651
FineMark National Bank & Trust
Florida
$392K +$13K +87 +4%
WA
652
WBH Advisory
Maryland
$391K +$49.3K +330 +15%
AF
653
Allworth Financial
California
$390K +$1.64K +11 +0.4%
CT
654
Chicago Trust
Illinois
$389K -$14.9K -100 -4%
HFAS
655
Hummer Financial Advisory Services
Illinois
$388K +$377K +2,524 New
RC
656
Roundview Capital
New Jersey
$384K +$117K +782 +45%
FIM
657
Freedom Investment Management
Connecticut
$383K -$17.2K -115 -4%
IAN
658
Integrated Advisors Network
Texas
$383K +$372K +2,492 New
M
659
MOTCO
Texas
$381K +$179K +1,200 +94%
BFC
660
Bedel Financial Consulting
Indiana
$379K
BWP
661
Baldwin Wealth Partners
Massachusetts
$378K
CIAS
662
Capital Investment Advisory Services
North Carolina
$377K -$36.2K -242 -9%
RP
663
Rowlandmiller & Partners
Georgia
$377K +$43.2K +289 +13%
ACM
664
Allred Capital Management
Texas
$376K -$4.63K -31 -1%
CIC
665
Crawford Investment Counsel
Georgia
$374K
CPSAC
666
Chas P. Smith & Associates (CPS)
Florida
$373K +$89.8K +601 +33%
PA
667
Profund Advisors
Maryland
$372K +$11.5K +77 +3%
GP
668
Girard Partners
Pennsylvania
$370K -$70.4K -471 -16%
CI Investments Inc
669
CI Investments Inc
Ontario, Canada
$370K +$177K +1,183 +96%
MCP
670
Martin Capital Partners
Oregon
$366K +$119K +797 +50%
MBT
671
Montecito Bank & Trust
California
$365K -$245K -1,637 -41%
Cetera Investment Advisers
672
Cetera Investment Advisers
Illinois
$365K -$13.5K -90 -4%
FI
673
FormulaFolio Investments
Michigan
$365K +$12.6K +84 +4%
PMFA
674
Plante Moran Financial Advisors
Michigan
$359K +$149 +1 +0%
BCM
675
Birch Capital Management
Texas
$357K +$348K +2,327 New