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Name Holding Trade Value Shares
Change
Change in
Stake
FI
676
FormulaFolio Investments
Michigan
$365K +$12.6K +84 +4%
PMFA
677
Plante Moran Financial Advisors
Michigan
$359K +$149 +1 +0%
BCM
678
Birch Capital Management
Texas
$357K +$348K +2,327 New
BRWA
679
B. Riley Wealth Advisors
Florida
$354K +$95.5K +639 +38%
WQ
680
Wealth Quarterback
New Jersey
$349K +$340K +2,274 New
FFBTD
681
First Financial Bank - Trust Division
Ohio
$348K – – –
PAMG
682
Patton Albertson Miller Group
Tennessee
$345K -$20.3K -136 -6%
AA
683
ALPS Advisors
Colorado
$345K -$14.8K -99 -4%
VWM
684
Venturi Wealth Management
Texas
$345K -$4.48K -30 -1%
LNB
685
Ledyard National Bank
$343K +$44.8K +300 +15%
MA
686
Mutual Advisors
Nebraska
$343K +$334K +2,235 New
GHA
687
GW Henssler & Associates
Georgia
$341K +$332K +2,219 New
GT
688
Greenleaf Trust
Michigan
$340K -$64.7K -433 -16%
RBFC
689
Roman Butler Fullerton & Co
Missouri
$340K +$897 +6 +0.3%
FWM
690
Frontier Wealth Management
Missouri
$338K -$36.2K -242 -10%
EWM
691
Empirical Wealth Management
Washington
$338K +$329K +2,203 New
VDI
692
Vaughan David Investments
Illinois
$335K – – –
SS
693
Simplicity Solutions
Minnesota
$334K +$37.2K +249 +13%
CII
694
Capital International Inc
California
$332K – – –
BCA
695
Bay Colony Advisors
Massachusetts
$332K +$311K +2,079 New
RPC
696
Rossmore Private Capital
Connecticut
$330K – – –
MFG
697
Merit Financial Group
Georgia
$330K +$76.2K +510 +31%
GIA
698
Gateway Investment Advisers
Ohio
$328K -$32.3K -216 -9%
WAM
699
Wealthspire Advisors (Maryland)
Maryland
$326K +$30.6K +205 +11%
BHTS
700
Bar Harbor Trust Services
Maine
$326K +$318K +2,125 New