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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1326
Shepherd Financial Partners
Massachusetts
$279K -$89.4K -3,465 -23%
PTC
1327
Philadelphia Trust Company
Pennsylvania
$279K – – –
IAS
1328
Integrity Advisory Solutions
Texas
$279K +$38.8K +1,502 +15%
SN
1329
Sittner & Nelson
Oregon
$278K +$80.3K +3,111 +38%
HAS
1330
Horizon Advisory Services
New York
$277K -$10.4K -402 -3%
LFA
1331
Laraway Financial Advisors
Minnesota
$277K -$5.16K -200 -2%
APA
1332
Astoria Portfolio Advisors
New York
$277K +$61.8K +2,396 +27%
VA
1333
Valmark Advisers
Ohio
$276K +$24.1K +935 +9%
MA
1334
MONECO Advisors
Connecticut
$275K +$49.8K +1,931 +21%
TPW
1335
Talon Private Wealth
Florida
$274K +$288K +11,159 New
IIL
1336
Income Insurance Ltd
$273K – – –
CTA
1337
Colonial Trust Advisors
South Carolina
$272K -$16.3K -630 -5%
BMC
1338
Beaton Management Company
Massachusetts
$272K -$7.17K -278 -2%
MHI
1339
Miller Howard Investments
New York
$272K -$32.7M -1,267,616 -99%
WG
1340
Welch Group
Alabama
$272K – – –
MSR
1341
Main Street Research
Connecticut
$271K -$64.1K -2,483 -18%
NWAG
1342
Net Worth Advisory Group
Utah
$270K -$59.3K -2,298 -17%
MFA
1343
Mayflower Financial Advisors
Massachusetts
$269K -$54.1K -2,095 -16%
VW
1344
Vantus Wealth
Pennsylvania
$268K +$282K +10,914 New
FCM
1345
Fell Capital Management
California
$266K -$12.9K -500 -4%
TCM
1346
Telos Capital Management
California
$265K +$17.1K +662 +7%
CIAS
1347
Capital Investment Advisory Services
North Carolina
$265K -$47K -1,823 -14%
BB
1348
Busey Bank
Illinois
$264K -$66.5K -2,578 -19%
BFWM
1349
Bright Futures Wealth Management
New York
$264K -$4.36K -169 -2%
CCA
1350
Cora Capital Advisors
New Jersey
$263K -$13.3K -514 -5%