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Name Holding Trade Value Shares
Change
Change in
Stake
NIA
901
Northstar Investment Advisors
Colorado
$298K
FMWA
902
Forvis Mazars Wealth Advisors
Missouri
$298K +$68.3K +330 +29%
FCH
903
Freestone Capital Holdings
Washington
$297K +$43.5K +210 +17%
FEM
904
Fulcrum Equity Management
Texas
$297K -$1.62M -7,807 -84%
RC
905
RegentAtlantic Capital
New Jersey
$296K +$20.3K +98 +7%
SXL
906
Summit X LLC
Missouri
$295K -$22.8K -110 -7%
GEM
907
Global Endowment Management
North Carolina
$295K -$16.6K -80 -5%
CAG
908
Csenge Advisory Group
Florida
$295K -$7.66K -37 -2%
WI
909
Wedgewood Investors
Pennsylvania
$295K
RM
910
Resource Management
Louisiana
$294K
CIM
911
CIM Investment Management
Pennsylvania
$293K -$21.1K -102 -7%
ECM
912
Everence Capital Management
Indiana
$293K +$300K +1,450 New
WP
913
WealthPLAN Partners
Nebraska
$291K -$207 -1 -0.1%
SP
914
Successful Portfolios
Florida
$291K
WSC
915
Wellington Shields & Co
New York
$291K
WANY
916
Wealthspire Advisors (New York)
New York
$290K +$85.7K +414 +41%
AWA
917
AmeriServ Wealth Advisors
Pennsylvania
$290K +$297K +1,434 New
AP
918
Advisors Preferred
Maryland
$289K -$61.3K -296 -17%
AIM
919
Anchor Investment Management
South Carolina
$288K
JSL
920
JT Stratford LLC
Georgia
$288K +$49.2K +238 +20%
DMC
921
Drexel Morgan & Co
Pennsylvania
$286K
GW
922
GW & Wade
Massachusetts
$285K +$61.3K +296 +26%
GH
923
GAM Holding
Switzerland
$284K -$200K -968 -41%
PL
924
Plancorp LLC
Missouri
$284K -$32.3K -156 -10%
AMIM
925
Aull & Monroe Investment Management
Alabama
$283K