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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1426
Balasa Dinverno & Foltz
$249K -$57.2K -1,062 -19%
MCP
1427
Mirador Capital Partners
California
$249K +$29.5K +547 +14%
FI
1428
FormulaFolio Investments
Michigan
$249K +$40.2K +746 +20%
MWA
1429
Meridian Wealth Advisors
Texas
$247K -$16.7K -310 -6%
SCP
1430
Stamos Capital Partners
California
$247K +$242K +4,500 New
DWM
1431
Doyle Wealth Management
Florida
$246K +$862 +16 +0.4%
RIA
1432
Realta Investment Advisors
Delaware
$245K -$4.58K -85 -2%
LJAC
1433
L.J. Altfest & Co
New York
$244K -$326K -6,058 -58%
VNB
1434
Virginia National Bank
Virginia
$244K +$20.7K +385 +9%
MWM
1435
Mission Wealth Management
California
$243K +$3.18K +59 +1%
SFI
1436
SPC Financial Inc
Maryland
$243K +$240K +4,460 New
GVAG
1437
Great Valley Advisor Group
Delaware
$242K +$21.6K +402 +10%
SSWM
1438
Sheets Smith Wealth Management
North Carolina
$242K +$34.3K +636 +17%
LFASL
1439
Lugano Financial Advisors SA (LFA)
Switzerland
$241K – – –
CCA
1440
Cobblestone Capital Advisors
New York
$240K -$12.1K -225 -5%
MWP
1441
MYCIO Wealth Partners
Pennsylvania
$239K +$1.83K +34 +0.8%
MCWS
1442
McKinley Carter Wealth Services
West Virginia
$239K +$23.3K +432 +11%
TA
1443
Tiedemann Advisors
New York
$238K -$1.3M -24,138 -85%
TIA
1444
Trust Investment Advisors
Indiana
$238K -$37.7K -700 -14%
OC
1445
Oakworth Capital
Alabama
$238K +$51.1K +949 +28%
WP
1446
WealthPLAN Partners
Nebraska
$238K +$214K +3,981 New
CA
1447
Calton & Associates
Florida
$238K +$235K +4,370 New
TFS
1448
TrustCore Financial Services
Tennessee
$234K +$14.3K +265 +7%
HR
1449
Hardy Reed
Mississippi
$233K -$16.8K -312 -7%
CF
1450
Corrigan Financial
Rhode Island
$232K -$236K -4,386 -51%