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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
626
Level Four Advisory Services
Texas
$357K -$32.3K -372 -8%
FAT
627
First American Trust
California
$355K – – –
MIM
628
Miller Investment Management
Pennsylvania
$354K – – –
BIM
629
Baldwin Investment Management
Pennsylvania
$353K – – –
CA
630
Cortland Associates
Missouri
$353K – – –
TI
631
Truehand Inc
New Hampshire
$353K – – –
PMFA
632
Plante Moran Financial Advisors
Michigan
$353K +$1.74K +20 +0.5%
Group One Trading
633
Group One Trading
Illinois
$353K +$347K +4,000 New
JAG
634
Journey Advisory Group
Kentucky
$351K +$345K +3,968 New
UCFA
635
United Capital Financial Advisors
Texas
$349K +$47.2K +544 +16%
MCWS
636
McKinley Carter Wealth Services
West Virginia
$348K +$1.74K +20 +0.5%
CP
637
Covenant Partners
Tennessee
$347K -$14.6K -168 -4%
SWP
638
Stratos Wealth Partners
Ohio
$347K +$341K +3,928 New
HBT
639
Heartland Bank & Trust
Illinois
$340K +$334K +3,848 New
WA
640
Wambolt & Associates
Colorado
$339K +$117K +1,344 +54%
FTDI
641
First Trust Direct Indexing
Massachusetts
$339K +$333K +3,840 New
RJT
642
Raymond James Trust
Florida
$336K -$26.7K -308 -7%
CCP
643
Clarkston Capital Partners
Michigan
$336K – – –
ZB
644
Zions Bancorporation
Utah
$336K +$237K +2,732 +254%
NERM
645
New England Research & Management
Illinois
$336K +$330K +3,800 New
CG
646
Caprock Group
Idaho
$335K +$21.9K +252 +7%
BA
647
Ballast Advisors
Minnesota
$334K – – –
SPC
648
Sigma Planning Corp
Michigan
$329K -$24.3K -280 -7%
CNC
649
Canandaigua National Corp
New York
$326K -$11.5K -132 -3%
RHBC
650
R.H. Bluestein & Co
Michigan
$323K -$29.2K -336 -8%