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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1251
Alta Advisers
United Kingdom
$235K +$264K +749 New
OL
1252
Optas LLC
Texas
$235K +$34.5K +98 +15%
SWM
1253
Sendero Wealth Management
Texas
$234K +$263K +746 New
MSWM
1254
McGlone Suttner Wealth Management
Wisconsin
$234K +$263K +746 New
BA
1255
Ballast Advisors
Minnesota
$233K -$114K -325 -30%
ATIA
1256
American Trust Investment Advisors
New Hampshire
$233K
RAM
1257
Ramirez Asset Management
New York
$232K
WWM
1258
Western Wealth Management
Colorado
$232K +$260K +739 New
AC
1259
Avestar Capital
New York
$229K -$89.8K -255 -26%
PNC
1260
Park National Corp
Ohio
$229K +$1.41K +4 +0.5%
CPA
1261
Capital Performance Advisors
California
$229K +$258K +731 New
PWW
1262
Pettyjohn Wood & White
Virginia
$229K
RWA
1263
River Wealth Advisors
Pennsylvania
$228K -$15.1K -43 -6%
SFC
1264
Swisher Financial Concepts
Ohio
$226K +$254K +721 New
KCM
1265
Kanawha Capital Management
Virginia
$226K -$3.17K -9 -1%
PTP
1266
Platform Technology Partners
New York
$225K -$36.6K -104 -13%
SFB
1267
STAR Financial Bank
Indiana
$225K -$20.4K -58 -7%
FC
1268
Fairscale Capital
New Hampshire
$225K
AF
1269
Advisornet Financial
Minnesota
$224K +$5.28K +15 +2%
CFP
1270
Catalyst Financial Partners
Massachusetts
$224K +$9.16K +26 +4%
AA
1271
Advisory Alpha
Michigan
$224K -$705 -2 -0.3%
MA
1272
MCF Advisors
Kentucky
$224K -$6.34K -18 -2%
PAG
1273
Poinciana Advisors Group
Florida
$222K
BA
1274
Bristlecone Advisors
Washington
$220K
KFA
1275
Kelleher Financial Advisors
New York
$219K -$3.52K -10 -1%