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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
351
Cetera Advisor Networks
California
$1.24M +$750K +4,035 +165%
HFS
352
Haverford Financial Services
Pennsylvania
$1.24M -$206K -1,107 -15%
EP
353
Eudaimonia Partners
Tennessee
$1.23M +$109K +588 +10%
HNB
354
Huntington National Bank
Ohio
$1.23M +$362K +1,944 +43%
JIC
355
Joel Isaacson & Co
New York
$1.23M +$1.49K +8 +0.1%
CS
356
Comerica Securities
Michigan
$1.22M +$166K +893 +16%
DBRC
357
D.B. Root & Company
Pennsylvania
$1.22M -$46.9K -252 -4%
LFAS
358
Level Four Advisory Services
Texas
$1.21M +$105K +567 +10%
AT
359
Arden Trust
Delaware
$1.2M -$80.7K -434 -6%
PA
360
Probity Advisors
Texas
$1.2M -$21.4K -115 -2%
FFWA
361
FRG Family Wealth Advisors
Washington
$1.2M
AWP
362
Accretive Wealth Partners
New Jersey
$1.19M +$119K +642 +12%
FGP
363
Foyston, Gordon, & Payne
Ontario, Canada
$1.19M -$83.1K -447 -7%
CFB
364
Cullen/Frost Bankers
Texas
$1.17M +$170K +916 +18%
RPC
365
Rossmore Private Capital
Connecticut
$1.16M +$15.8K +85 +1%
RC
366
Roundview Capital
New Jersey
$1.16M +$19.5K +105 +2%
VFA
367
Valeo Financial Advisors
Indiana
$1.16M -$45.4K -244 -0.8%
SIMM
368
Stillwater Investment Management (Minnesota)
Minnesota
$1.16M -$19.9K -107 -2%
HFM
369
Hartford Financial Management
Connecticut
$1.15M
SWM
370
Spire Wealth Management
Virginia
$1.14M -$438K -2,357 -28%
SWP
371
Stratos Wealth Partners
Ohio
$1.14M -$18.4K -99 -2%
SIAP
372
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.14M -$18.4K -99 -2%
MAFM
373
Mid Atlantic Financial Management
Pennsylvania
$1.14M -$29.4K -158 -3%
AFM
374
Abbot Financial Management
Massachusetts
$1.13M
PMG
375
ProVise Management Group
Florida
$1.11M -$558 -3 -0.1%