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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
851
Derbend Asset Management
Georgia
$347K -$107K -800 -26%
FPAS
852
Focus Partners Advisor Solutions
Missouri
$345K +$307K +2,292 New
HAG
853
HighPoint Advisor Group
Illinois
$343K +$289K +2,156 New
AIM
854
Anchor Investment Management
South Carolina
$342K +$42.9K +320 +16%
AIM
855
Arcadia Investment Management
Michigan
$341K – – –
IIC
856
Ironwood Investment Counsel
Arizona
$339K -$75K -560 -20%
SFA
857
Souders Financial Advisors
Ohio
$338K +$301K +2,244 New
NAMP
858
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$337K – – –
FFBTD
859
First Financial Bank - Trust Division
Ohio
$337K -$5.36K -40 -2%
AFT
860
Alpha Family Trust
California
$334K – – –
MCM
861
Maple Capital Management
Vermont
$331K +$3.22K +24 +1%
FMLI
862
Fukoku Mutual Life Insurance
Japan
$329K +$45K +336 +18%
CWM
863
Chesapeake Wealth Management
Virginia
$325K – – –
CGA
864
Crescent Grove Advisors
Illinois
$325K – – –
JWCA
865
J.W. Cole Advisors
Florida
$322K -$9.11K -68 -3%
PFA
866
Pathway Financial Advisors
Vermont
$319K +$284K +2,120 New
GCM
867
Graham Capital Management
Connecticut
$318K -$22.5M -168,272 -99%
RWM
868
Revisor Wealth Management
Ohio
$316K -$104K -776 -27%
OWM
869
Orgel Wealth Management
Wisconsin
$316K -$111K -828 -28%
DOA
870
D'Orazio & Associates
Virginia
$316K +$40.7K +304 +17%
MIP
871
Marietta Investment Partners
Wisconsin
$316K +$55.7K +416 +25%
BRWA
872
B. Riley Wealth Advisors
Florida
$313K +$31.1K +232 +13%
SWP
873
Strategic Wealth Partners
Ohio
$312K -$17.2K -128 -6%
BP
874
Ballentine Partners
Massachusetts
$312K +$277K +2,068 New
FL
875
Fort LP
Maryland
$308K -$25.2K -188 -8%