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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1901
Huber Financial Advisors
Illinois
$360K +$1.84K +41 +0.6%
CA
1902
Centerpoint Advisors
Massachusetts
$360K +$6.21K +138 +2%
LA
1903
Legacy Advisors
Pennsylvania
$360K +$179K +3,973 +116%
DCM
1904
Driehaus Capital Management
Illinois
$358K -$63.9K -1,421 -16%
WAP
1905
Wealthcare Advisory Partners
Pennsylvania
$358K +$765 +17 +0.2%
BCA
1906
Bray Capital Advisors
Florida
$357K
CWM
1907
Connecticut Wealth Management
Connecticut
$357K +$31.9K +710 +11%
PDM
1908
Penn Davis McFarland
Texas
$354K +$55.5K +1,235 +20%
RB
1909
Rodgers Brothers
Pennsylvania
$353K -$281K -6,239 -46%
DA
1910
Doliver Advisors
Texas
$353K +$11.2K +250 +4%
NB
1911
Nicolet Bankshares
Wisconsin
$351K +$13.3K +295 +4%
HFM
1912
Harvest Fund Management
China
$351K +$59K +1,311 +22%
CIC
1913
Chase Investment Counsel
Virginia
$351K +$72.6K +1,615 +29%
AL
1914
Arnhold LLC
New York
$350K
GBT
1915
Grove Bank & Trust
Florida
$347K -$5.08K -113 -2%
WAG
1916
Winthrop Advisory Group
Massachusetts
$346K -$22.9K -509 -7%
EVM
1917
Evelyn V. Moreno
$345K -$52.4K -1,164 -14%
BDWM
1918
Brewin Dolphin Wealth Management
Ireland
$345K +$84.3K +1,875 +36%
NFG
1919
Nations Financial Group
Iowa
$343K +$55.2K +1,227 +21%
PEA
1920
Pacific Edge Advisors
California
$342K
VA
1921
Valmark Advisers
Ohio
$342K
MC
1922
Mathes Company
New York
$341K
ABA
1923
American Beacon Advisors
Texas
$341K +$60.1K +1,336 +24%
SFWA
1924
Summit Financial Wealth Advisors
Louisiana
$341K +$344K +7,656 New
PI
1925
Parkside Investments
Illinois
$340K +$315K +7,000 New