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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
801
Buckingham Strategic Wealth
Missouri
$248K
SC
802
Savant Capital
Illinois
$248K
WPW
803
Waldron Private Wealth
Pennsylvania
$247K +$243K +1,520 New
APP
804
Avantax Planning Partners
Iowa
$246K -$112K -698 -32%
SCM
805
Shelton Capital Management
Colorado
$244K -$32K -200 -12%
MSAM
806
Moloney Securities Asset Management
Missouri
$243K -$34.2K -214 -13%
BP
807
Ballentine Partners
Massachusetts
$243K -$18.6K -116 -7%
VHAM
808
Van Hulzen Asset Management
California
$242K +$320 +2 +0.1%
FWCM
809
First Western Capital Management
California
$241K -$53.3K -333 -18%
NWP
810
Northstar Wealth Partners
Connecticut
$239K
CP
811
Camelot Portfolios
Ohio
$237K +$44.2K +276 +23%
AIL
812
AGF Investments LLC
Ontario, Canada
$237K +$233K +1,454 New
ACI
813
Alpha Cubed Investments
California
$235K +$32K +200 +16%
RE
814
RBC Europe
United Kingdom
$234K
AIM
815
Anchor Investment Management
South Carolina
$230K
SWA
816
Sutton Wealth Advisors
Florida
$230K
ClearBridge Investments
817
ClearBridge Investments
New York
$228K
EGA
818
E&G Advisors
Texas
$228K
PMG
819
ProVise Management Group
Florida
$228K
WAM
820
Wallington Asset Management
Indiana
$228K
AB
821
Atlas Brown
Kentucky
$228K +$16K +100 +8%
TSS
822
Two Sigma Securities
New York
$227K +$223K +1,393 New
ONST
823
Old North State Trust
North Carolina
$226K +$13.8K +86 +7%
SS
824
Simplicity Solutions
Minnesota
$225K +$7.68K +48 +4%
CAN
825
Claraphi Advisory Network
United States
$223K -$8.32K -52 -4%