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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
776
Alethea Capital Management
Washington
$256K +$260K +1,875 New
PMFA
777
Plante Moran Financial Advisors
Michigan
$255K – – –
CFS
778
Commonwealth Financial Services
West Virginia
$254K -$27.4K -197 -9%
CA
779
Cambridge Advisors
Nebraska
$254K – – –
IPWA
780
International Private Wealth Advisors
California
$251K +$23.5K +169 +10%
CT
781
Coastline Trust
Rhode Island
$250K -$8.33K -60 -3%
VIP
782
Vista Investment Partners
Oklahoma
$249K +$139 +1 +0.1%
SC
783
Sapient Capital
Indiana
$249K +$278 +2 +0.1%
BIA
784
Bigelow Investment Advisors
Maine
$248K -$2.5K -18 -1%
WPP
785
Whalerock Point Partners
Rhode Island
$247K +$30.1K +217 +14%
MAM
786
Martingale Asset Management
Massachusetts
$247K -$1.04M -7,484 -81%
DF
787
Donoghue Forlines
Massachusetts
$247K +$1.39K +10 +0.6%
ZIC
788
ZWJ Investment Counsel
Georgia
$246K – – –
HI
789
Horizon Investments
North Carolina
$245K +$2.64K +19 +1%
PWM
790
Perigon Wealth Management
California
$243K +$16K +115 +7%
BONH
791
Bank of New Hampshire
New Hampshire
$242K +$25.4K +183 +12%
LI
792
LRI Investments
Florida
$239K – – –
LSAG
793
Lake Street Advisors Group
New Hampshire
$238K +$16K +115 +7%
Empower Advisory Group
794
Empower Advisory Group
Colorado
$238K -$1.8K -13 -0.7%
BAM
795
Bosun Asset Management
Illinois
$238K – – –
WC
796
Waterloo Capital
Texas
$236K -$139 -1 -0.1%
HWMG
797
Hurlow Wealth Management Group
Indiana
$235K -$26K -187 -10%
HBWM
798
Hollow Brook Wealth Management
New York
$234K – – –
CIA
799
Choate Investment Advisors
Massachusetts
$233K -$1.53K -11 -0.6%
MFIM
800
Mesirow Financial Investment Management
Illinois
$233K +$11.5K +83 +5%