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Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
1401
First National Bank & Trust Co of Newtown
Pennsylvania
$299K
OWA
1402
Outlook Wealth Advisors
Texas
$299K +$7.64K +129 +3%
MCWS
1403
McKinley Carter Wealth Services
West Virginia
$299K +$20.9K +352 +8%
SFSIG
1404
San Francisco Sentry Investment Group
California
$298K -$12.7K -215 -4%
HA
1405
Harfst & Associates
Wyoming
$298K +$280K +4,730 New
WP
1406
WealthPLAN Partners
Nebraska
$297K +$5.51K +93 +2%
SSWM
1407
Sheets Smith Wealth Management
North Carolina
$296K +$15.2K +256 +6%
PAG
1408
Pinnacle Advisory Group
Maryland
$294K -$6.28K -106 -2%
MCP
1409
Mirador Capital Partners
California
$294K +$5.93K +100 +2%
OPA
1410
Old Port Advisors
Maine
$293K +$35.5K +599 +15%
CFS
1411
CRA Financial Services
New Jersey
$293K +$276K +4,651 New
KLCM
1412
KG&L Capital Management
Louisiana
$292K -$89.4K -1,509 -25%
NFC
1413
Northeast Financial Consultants
Connecticut
$292K -$1.9K -32 -0.7%
SIG
1414
Sargent Investment Group
Maryland
$292K
GEA
1415
Glen Eagle Advisors
New Jersey
$292K +$47.5K +801 +21%
FSA
1416
Fort Sheridan Advisors
Illinois
$291K +$273K +4,608 New
DIM
1417
DC Investments Management
Virginia
$289K -$275K -4,649 -50%
PCM
1418
Pointe Capital Management
Michigan
$289K
BAM
1419
Bruderman Asset Management
New York
$289K +$1.42K +24 +0.6%
AFP
1420
Ausdal Financial Partners
Iowa
$288K +$7.94K +134 +3%
SAM
1421
Shamrock Asset Management
Texas
$287K -$12.6K -212 -4%
FIM
1422
Frontier Investment Management
Texas
$285K +$268K +4,517 New
WEC
1423
Winslow Evans & Crocker
Massachusetts
$284K -$24.4K -412 -8%
GFS
1424
GYL Financial Synergies
Connecticut
$284K -$20.3K -342 -7%
FI
1425
FormulaFolio Investments
Michigan
$283K -$4.21K -71 -2%