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Name Holding Trade Value Shares
Change
Change in
Stake
HL
701
HeadInvest LLC
Maine
$239K -$38.6K -297 -15%
WH
702
Willner & Heller
California
$238K -$15.3K -118 -6%
CFD
703
Creative Financial Designs
Indiana
$238K +$15.7K +121 +8%
SRC
704
Sage Rhino Capital
California
$236K -$780 -6 -0.4%
SA
705
SpiderRock Advisors
Delaware
$236K +$218K +1,678 New
AL
706
Aspiriant LLC
California
$235K +$218K +1,676 New
JSW
707
Journey Strategic Wealth
New Jersey
$233K +$216K +1,661 New
PNAA
708
Pictet North America Advisors
Switzerland
$232K
AWAP
709
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$232K +$4.29K +33 +2%
FCCM
710
First City Capital Management
Georgia
$231K -$7.8K -60 -4%
VCM
711
Virtue Capital Management
Tennessee
$228K +$1.3K +10 +0.6%
VA
712
Valmark Advisers
Ohio
$228K -$185K -1,427 -47%
FA
713
FDx Advisors
Illinois
$226K +$209K +1,607 New
PNC
714
Park National Corp
Ohio
$226K +$209K +1,610 New
LBC
715
Lowe Brockenbrough & Co
Virginia
$226K +$205K +1,579 New
RBFC
716
Roman Butler Fullerton & Co
Missouri
$225K -$5.2K -40 -2%
BDWCC
717
B&D White Capital Company
Texas
$225K +$208K +1,600 New
WIM
718
WealthPlan Investment Management
Nebraska
$223K -$328K -2,527 -61%
HC
719
Hara Capital
Washington
$222K +$206K +1,585 New
GVAG
720
Great Valley Advisor Group
Delaware
$222K -$1.69K -13 -0.8%
SCM
721
SOL Capital Management
Maryland
$222K +$205K +1,580 New
HJIM
722
Henry James International Management
New York
$221K +$205K +1,577 New
PCMC
723
Paragon Capital Management (Colorado)
Colorado
$219K +$203K +1,560 New
RCA
724
Resonant Capital Advisors
Wisconsin
$217K +$197K +1,517 New
WB
725
WesBanco Bank
West Virginia
$216K +$200K +1,540 New