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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1401
J.W. Burns & Co
New York
$233K
GC
1402
Gilbert & Cook
Iowa
$231K -$101K -2,552 -30%
MLIC
1403
Mandatum Life Insurance Company
Finland
$231K
SFS
1404
Strategic Financial Services
New York
$231K +$473 +12 +0.2%
VFA
1405
Valeo Financial Advisors
Indiana
$230K +$236K +5,988 New
IHL
1406
Investment House LLC
California
$229K +$2.76K +70 +1%
WIP
1407
Wellesley Investment Partners
Massachusetts
$228K +$8.51K +216 +4%
GP
1408
Geneva Partners
Wisconsin
$228K +$234K +5,944 New
WA
1409
Wealth Architects
California
$227K -$8.39K -213 -3%
ACP
1410
Arcus Capital Partners
Georgia
$226K
PL
1411
Plancorp LLC
Missouri
$226K +$19K +482 +9%
NPF
1412
Norris Perne & French
Michigan
$225K -$90.1K -2,286 -28%
WBG
1413
Wharton Business Group
Pennsylvania
$225K -$85.2K -2,163 -27%
KF
1414
Krilogy Financial
Missouri
$225K +$14.8K +376 +7%
LC
1415
LCNB Corp
Ohio
$225K +$17.9K +454 +8%
ACI
1416
Alpha Cubed Investments
California
$225K +$230K +5,836 New
TBNY
1417
Trustco Bank (New York)
New York
$223K
STMM
1418
South Texas Money Management
Texas
$221K +$9.73K +247 +5%
HWA
1419
Heritage Wealth Advisors
Virginia
$219K +$224K +5,691 New
SBL
1420
Sargent Bickham Lagudis
Colorado
$218K +$3.66K +93 +2%
PBO
1421
Peoples Bank (Ohio)
Ohio
$217K -$27.3K -692 -11%
DDC
1422
Daniel Devine & Co
Florida
$217K
BO
1423
BRR OpCo
Ohio
$216K -$7.76K -197 -3%
DWM
1424
Destination Wealth Management
California
$216K -$2.4K -61 -1%
CPA
1425
Court Place Advisors
Maryland
$216K +$3.78K +96 +2%