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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1501
Valmark Advisers
Ohio
$444K +$6.02K +174 +1%
RC
1502
Roundview Capital
New Jersey
$444K -$288K -8,314 -40%
FFA
1503
First Foundation Advisors
California
$444K -$90.7K -2,622 -17%
MBTD
1504
Mechanics Bank - Trust Department
California
$442K -$50.1K -1,447 -10%
VAS
1505
Vestmark Advisory Solutions
Massachusetts
$442K -$2.85M -82,369 -87%
CNBOF
1506
City National Bank of Florida
Florida
$440K +$150K +4,339 +54%
UAS
1507
United Asset Strategies
New York
$439K -$61K -1,764 -13%
BMC
1508
Benin Management Corp
Connecticut
$439K +$2.25K +65 +0.5%
CIA
1509
Cape Investment Advisory
Georgia
$438K +$10.6K +307 +3%
RMC
1510
Resources Management Corp
Connecticut
$438K -$101K -2,909 -19%
AF
1511
Advisornet Financial
Minnesota
$438K +$40.5K +1,172 +11%
GM
1512
GeoWealth Management
Illinois
$437K +$22.1K +638 +6%
RSA
1513
River Street Advisors
Illinois
$437K -$45.2K -1,308 -10%
MIC
1514
Means Investment Company
Maine
$436K +$24.7K +713 +6%
WAM
1515
Wakefield Asset Management
Colorado
$435K
SIM
1516
Sentry Investment Management
Wisconsin
$434K
LAS
1517
Legacy Advisory Services
Pennsylvania
$432K +$2.77K +80 +0.7%
PWM
1518
PBMares Wealth Management
Virginia
$431K -$5.81K -168 -1%
WWM
1519
Western Wealth Management
Colorado
$430K -$133K -3,841 -24%
BFO
1520
Biltmore Family Office
North Carolina
$429K
PA
1521
Perennial Advisors
New York
$429K -$65.2K -1,884 -14%
BFA
1522
Bill Few Associates
Pennsylvania
$428K +$104 +3 +0%
LFA
1523
Laraway Financial Advisors
Minnesota
$428K
CAI
1524
Capital Advisors Inc
Oklahoma
$423K +$2.42K +70 +0.6%
BF
1525
Brucke Financial
Indiana
$423K +$27K +781 +7%