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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
726
Professional Advisory Services
Florida
$286K
SRC
727
Shufro Rose & Co
New York
$286K
OL
728
Optas LLC
Texas
$286K +$1.64K +8 +0.6%
BWA
729
Burt Wealth Advisors
Maryland
$285K
FAIM
730
Financial Advocates Investment Management
Washington
$285K +$3.9K +19 +1%
AIM
731
Anchor Investment Management
South Carolina
$285K
Financial Engines Advisors
732
Financial Engines Advisors
California
$283K -$381K -1,859 -59%
DAS
733
Dynamic Advisor Solutions
Arizona
$283K -$13.7K -67 -5%
DJSG
734
D.J. St. Germain
Massachusetts
$283K
HFG
735
Heron Financial Group
New York
$282K -$3.08K -15 -1%
OIA
736
OneDigital Investment Advisors
Kansas
$282K +$6.15K +30 +2%
MRCM
737
M&R Capital Management
New Jersey
$279K
LIA
738
LS Investment Advisors
Michigan
$277K
BHIA
739
Birch Hill Investment Advisors
Massachusetts
$275K -$28.7K -140 -10%
TCM
740
Tradewinds Capital Management
Washington
$275K
AF
741
Advisornet Financial
Minnesota
$273K -$225K -1,098 -47%
COF
742
Capital One Financial
Virginia
$272K
HTHT
743
Hemenway Trust Hemenway Trust
New Hampshire
$272K
EM
744
Excalibur Management
Massachusetts
$271K
BFO
745
Biltmore Family Office
North Carolina
$270K
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$270K +$5.54K +27 +2%
FCH
747
Freestone Capital Holdings
Washington
$270K +$251K +1,225 New
CSIC
748
Clifford Swan Investment Counsel
California
$270K +$252K +1,227 New
AWA
749
Arkadios Wealth Advisors
Georgia
$269K +$7.79K +38 +3%
CMI
750
Clare Market Investments
Texas
$267K -$96K -468 -28%