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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
876
Johanson Financial Advisors
California
$309K +$18.3K +78 +6%
QCIG
877
Quad-Cities Investment Group
Iowa
$309K +$20.9K +89 +7%
WPP
878
Whalerock Point Partners
Rhode Island
$308K – – –
DBIA
879
Dumont & Blake Investment Advisors
New Jersey
$307K +$14.1K +60 +5%
SCM
880
Stevens Capital Management
Pennsylvania
$306K -$937K -3,996 -75%
JWCA
881
J.W. Cole Advisors
Florida
$306K +$703 +3 +0.2%
BBA
882
BLB&B Advisors
Pennsylvania
$305K +$4.69K +20 +1%
WAP
883
Wealthcare Advisory Partners
Pennsylvania
$304K +$2.34K +10 +0.7%
WCM
884
WealthBridge Capital Management
Ohio
$304K +$75.7K +323 +31%
IWC
885
Integrated Wealth Concepts
Massachusetts
$302K +$119K +509 +61%
FCA
886
FLC Capital Advisors
California
$300K +$23.4K +100 +8%
SIM
887
Sentry Investment Management
Wisconsin
$299K -$45.5K -194 -13%
PBO
888
Peoples Bank (Ohio)
Ohio
$299K +$5.39K +23 +2%
LIM
889
Leavell Investment Management
Alabama
$295K +$67.7K +289 +28%
SS
890
Simplicity Solutions
Minnesota
$295K +$78.7K +336 +34%
DWA
891
Douglass Winthrop Advisors
New York
$292K -$38.9K -166 -11%
WS
892
Wela Strategies
Georgia
$292K +$42K +179 +16%
EGA
893
E&G Advisors
Texas
$292K +$305K +1,300 New
FNT
894
First Nebraska Trust
Nebraska
$291K – – –
FHB
895
First Hawaiian Bank
Hawaii
$288K -$15.9K -68 -5%
RIA
896
Regal Investment Advisors
Michigan
$286K +$56.5K +241 +23%
MYLI
897
Meiji Yasuda Life Insurance
Japan
$286K +$93.7K +400 +46%
AWM
898
Atticus Wealth Management
Florida
$284K – – –
BDF
899
Balasa Dinverno & Foltz
$283K -$41.5K -177 -12%
PWS
900
Precision Wealth Strategies
Missouri
$282K -$243K -1,036 -45%