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Name Holding Trade Value Shares
Change
Change in
Stake
IF
801
Intrua Financial
Texas
$345K -$29.8K -179 -8%
EGM
802
Engineers Gate Manager
New York
$343K -$71.3K -428 -18%
LI
803
Lafayette Investments
Maryland
$343K -$42.2K -253 -11%
OPTFSNA
804
Old Point Trust & Financial Services N A
Virginia
$343K
OFG
805
OmniStar Financial Group
North Carolina
$341K +$22.2K +133 +7%
PA
806
Profund Advisors
Maryland
$341K +$22.5K +135 +7%
Cerity Partners
807
Cerity Partners
New York
$340K +$326K +1,955 New
T
808
TNF
Montana
$338K
BONH
809
Bank of New Hampshire
New Hampshire
$335K -$104K -625 -25%
CAG
810
Csenge Advisory Group
Florida
$333K +$3.5K +21 +1%
AT
811
Arden Trust
Delaware
$332K -$95.2K -571 -23%
CL
812
COWA LLC
Oklahoma
$331K
HPC
813
HM Payson & Co
Maine
$330K
FANJ
814
Financial Architects (New Jersey)
New Jersey
$328K +$4.33K +26 +1%
WFA
815
Websterrogers Financial Advisors
South Carolina
$328K +$313K +1,880 New
FNBT
816
FineMark National Bank & Trust
Florida
$326K -$165K -992 -35%
AP
817
Appleton Partners
Massachusetts
$326K -$23.3K -140 -7%
WJWM
818
Williams Jones Wealth Management
New York
$324K -$3K -18 -1%
CA
819
Cambridge Advisors
Nebraska
$324K
ACM
820
Allred Capital Management
Texas
$323K -$1.17K -7 -0.4%
SFI
821
SPC Financial Inc
Maryland
$323K +$308K +1,850 New
Walleye Capital
822
Walleye Capital
New York
$320K -$204K -1,222 -40%
HBWM
823
Hollow Brook Wealth Management
New York
$320K
PMFA
824
Plante Moran Financial Advisors
Michigan
$319K -$32.3K -194 -10%
CA
825
CoreCap Advisors
Michigan
$319K +$305K +1,830 New