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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
726
Centennial Wealth Advisory
Michigan
$263K – – –
WA
727
WBH Advisory
Maryland
$263K – – –
NHC
728
Nicholas Hoffman & Company
Georgia
$260K +$408 +4 +0.1%
ACM
729
Advisors Capital Management
New Jersey
$260K +$239K +2,340 New
FFM
730
Forum Financial Management
Illinois
$259K – – –
PBO
731
Peoples Bank (Ohio)
Ohio
$258K -$2.04K -20 -0.7%
HIC
732
Hartline Investment Corp
Illinois
$254K -$1.12M -10,968 -81%
LA
733
Latitude Advisors
Florida
$254K +$817 +8 +0.3%
TP
734
Tranquility Partners
Tennessee
$252K – – –
CSIC
735
Clifford Swan Investment Counsel
California
$250K -$40.8K -400 -13%
MA
736
MJP Associates
Connecticut
$250K +$1.63K +16 +0.6%
SB
737
Simmons Bank
Arkansas
$248K – – –
MC
738
Maverick Capital
Texas
$248K +$261K +2,552 New
DADC
739
D.A. Davidson & Co
Montana
$247K – – –
WH
740
Willner & Heller
California
$247K +$817 +8 +0.3%
DA
741
Detalus Advisors
Missouri
$246K – – –
NIMI
742
Natixis Investment Managers International
France
$246K – – –
CCMD
743
Cypress Capital Management (Delaware)
Delaware
$245K – – –
NAG
744
Northstar Advisory Group
New Jersey
$243K +$2.86K +28 +1%
AWA
745
Arete Wealth Advisors
Illinois
$239K +$12.7K +124 +5%
CIG
746
Cairn Investment Group
Washington
$236K -$19.6K -192 -7%
JWCA
747
J.W. Cole Advisors
Florida
$235K -$8.17K -80 -3%
FBFS
748
First Business Financial Services
Wisconsin
$234K – – –
NWM
749
Northwest Wealth Management
Iowa
$234K +$247K +2,416 New
GAG
750
GM Advisory Group
New York
$233K – – –