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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1001
Gateway Investment Advisers
Ohio
$285K -$12.8K -250 -5%
AC
1002
Allstate Corporation
Illinois
$285K -$7.67K -150 -3%
C
1003
Covestor
United Kingdom
$284K -$43.5K -850 -15%
LAM
1004
Lifestyle Asset Management
Texas
$282K -$10.2K -200 -4%
CC
1005
Cadinha & Co
Hawaii
$279K
WAP
1006
Wealthcare Advisory Partners
Pennsylvania
$279K +$245K +4,800 New
ANBT
1007
American National Bank & Trust
Texas
$276K
LAM
1008
L2 Asset Management
Massachusetts
$276K +$12.8K +250 +6%
MA
1009
Modus Advisors
Minnesota
$273K
PP
1010
PDS Planning
Ohio
$273K +$2.56K +50 +1%
KIG
1011
Kennedy Investment Group
New Jersey
$270K
WPW
1012
Watershed Private Wealth
Illinois
$270K
ZIG
1013
Zullo Investment Group
Pennsylvania
$270K
GS
1014
GTS Securities
Florida
$267K -$506K -9,900 -68%
SYBT
1015
Stock Yards Bank & Trust
Kentucky
$267K +$235K +4,600 New
SW
1016
SlateStone Wealth
Florida
$265K +$233K +4,550 New
FC
1017
Forte Capital
New York
$265K -$5.11K -100 -2%
GLA
1018
Good Life Advisors
Pennsylvania
$265K -$48.6K -950 -17%
EWM
1019
Empirical Wealth Management
Washington
$262K +$230K +4,500 New
SPIS
1020
Steward Partners Investment Solutions
Oregon
$262K -$28.1K -550 -11%
NFG
1021
Nations Financial Group
Iowa
$262K +$230K +4,500 New
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$259K -$7.67K -150 -3%
CWM
1023
Connecticut Wealth Management
Connecticut
$259K -$2.56K -50 -1%
BFC
1024
Bedel Financial Consulting
Indiana
$259K
PIAS
1025
PCA Investment Advisory Services
Ohio
$259K +$2.56K +50 +1%