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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
976
Heritage Wealth Advisors
Virginia
$255K
PEA
977
Pacific Edge Advisors
California
$255K
MYIA
978
Mount Yale Investment Advisors
Colorado
$254K -$1.19K -8 -0.4%
SAM
979
Seelaus Asset Management
New Jersey
$254K
WP
980
WMS Partners
Maryland
$253K
RIA
981
Regal Investment Advisors
Michigan
$253K +$236K +1,588 New
BDF
982
Balasa Dinverno & Foltz
$252K +$235K +1,586 New
ECM
983
Evergreen Capital Management
Washington
$251K +$3.12K +21 +1%
BIM
984
Bridges Investment Management
Nebraska
$247K +$230K +1,550 New
CS
985
Comerica Securities
Michigan
$245K +$229K +1,541 New
KIA
986
Kopp Investment Advisors
Minnesota
$232K +$216K +1,456 New
PWPS
987
Pinnacle Wealth Planning Services
Ohio
$231K -$25.7K -173 -11%
GD
988
Grandfield & Dodd
New York
$230K +$215K +1,446 New
FCAG
989
First Capital Advisors Group
New Jersey
$229K +$214K +1,442 New
Cetera Investment Advisers
990
Cetera Investment Advisers
Illinois
$228K +$212K +1,429 New
CA
991
Capital Advantage
California
$228K +$212K +1,432 New
SIM
992
SSI Investment Management
California
$226K +$210K +1,415 New
PTC
993
Petrus Trust Company
Texas
$226K +$211K +1,420 New
CA
994
Calton & Associates
Florida
$225K -$80K -539 -28%
YIA
995
YHB Investment Advisors
Connecticut
$224K +$209K +1,407 New
PFA
996
Pathway Financial Advisors
Vermont
$223K
OA
997
Opes Advisors
California
$223K +$208K +1,400 New
CCB
998
Cutter & Co Brokerage
Missouri
$221K +$206K +1,390 New
PWAG
999
Polaris Wealth Advisory Group
California
$220K +$205K +1,382 New
PCA
1000
Peddock Capital Advisors
Massachusetts
$219K