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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1476
First National Trust
Pennsylvania
$790K +$64.7K +1,241 +9%
LFA
1477
Laraway Financial Advisors
Minnesota
$788K +$816K +15,650 New
IBOK
1478
Independence Bank of Kentucky
Kentucky
$785K +$195K +3,750 +32%
IC
1479
Intersect Capital
California
$784K -$63.5K -1,219 -7%
WP
1480
WealthSource Partners
California
$781K +$323K +6,192 +66%
AA
1481
Altrafin AG
$779K +$807K +15,484 New
TIM
1482
Tevis Investment Management
Texas
$778K +$800K +15,351 New
ST
1483
Sentinel Trust
Texas
$777K +$804K +15,432 New
MWPCG
1484
Measured Wealth Private Client Group
New Hampshire
$776K +$17.7K +339 +2%
JAG
1485
Journey Advisory Group
Kentucky
$771K +$340K +6,523 +74%
CIC
1486
Chilton Investment Company
Connecticut
$768K -$231K -4,432 -23%
WP
1487
WealthShield Partners
North Carolina
$767K +$67.6K +1,297 +9%
MIC
1488
Means Investment Company
Maine
$766K -$3.28K -63 -0.4%
TNBTD
1489
Trustmark National Bank Trust Department
Mississippi
$763K -$12.5K -239 -2%
DA
1490
Dillon & Associates
Michigan
$761K +$143K +2,747 +22%
IWM
1491
IHT Wealth Management
Illinois
$760K -$69.2K -1,327 -8%
FSA
1492
Franklin Street Advisors
North Carolina
$760K -$11.5K -220 -1%
IF
1493
Ironwood Financial
Arizona
$760K -$1.93K -37 -0.2%
CBFP
1494
Cedar Brook Financial Partners
Ohio
$760K +$102K +1,966 +15%
BAM
1495
Barrett Asset Management
New York
$755K +$242K +4,648 +45%
LFCM
1496
Long Focus Capital Management
Puerto Rico
$755K +$782K +15,000 New
WP
1497
WMS Partners
Maryland
$753K -$870K -16,702 -53%
MPPLM
1498
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$751K +$5.79K +111 +0.7%
GA
1499
Geller Advisors
New York
$751K +$12K +231 +2%
DP
1500
Denver PWM
Colorado
$748K +$768K +14,742 New