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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1426
Shamrock Asset Management
Texas
$287K -$12.6K -212 -4%
FIM
1427
Frontier Investment Management
Texas
$285K +$268K +4,517 New
WEC
1428
Winslow Evans & Crocker
Massachusetts
$284K -$24.4K -412 -8%
GFS
1429
GYL Financial Synergies
Connecticut
$284K -$20.3K -342 -7%
FI
1430
FormulaFolio Investments
Michigan
$283K -$4.21K -71 -2%
CCA
1431
Cobblestone Capital Advisors
New York
$280K +$2.49K +42 +1%
MWM
1432
Mission Wealth Management
California
$278K -$3.44K -58 -1%
CA
1433
Calton & Associates
Florida
$278K +$2.37K +40 +0.9%
GVAG
1434
Great Valley Advisor Group
Delaware
$277K -$3.73K -63 -1%
SWA
1435
Stratos Wealth Advisors
Ohio
$277K +$261K +4,397 New
TIA
1436
Trust Investment Advisors
Indiana
$276K – – –
FFWA
1437
FRG Family Wealth Advisors
Washington
$275K -$140K -2,362 -35%
WSFS
1438
Wilmington Savings Fund Society
Delaware
$275K -$32.6K -550 -11%
KA
1439
KLCM Advisors
Wisconsin
$274K +$6.87K +116 +3%
CA
1440
Claro Advisors
Massachusetts
$273K +$257K +4,335 New
TA
1441
Tiedemann Advisors
New York
$271K -$6.46K -109 -2%
DWM
1442
Doyle Wealth Management
Florida
$269K -$14.9K -252 -6%
DLA
1443
Douglas Lane & Associates
New York
$265K +$15.2K +257 +7%
MWA
1444
Meridian Wealth Advisors
Texas
$264K -$17.2K -290 -6%
GFP
1445
Gryphon Financial Partners
Ohio
$264K +$247K +4,176 New
CF
1446
Corrigan Financial
Rhode Island
$263K -$5.69K -96 -2%
VNB
1447
Virginia National Bank
Virginia
$263K -$18.1K -305 -7%
IC
1448
Inverness Counsel
New York
$262K +$246K +4,159 New
PMFA
1449
Plante Moran Financial Advisors
Michigan
$260K -$44.7K -755 -15%
SP
1450
Successful Portfolios
Florida
$260K +$244K +4,115 New