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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
801
CVA Family Office
Colorado
$209K
PA
802
Procyon Advisors
Connecticut
$209K +$204K +1,154 New
BIAS
803
Beacon Investment Advisory Services
New Jersey
$209K -$19.4K -110 -9%
FAG
804
Financial Advisory Group
Texas
$208K +$202K +1,147 New
Financial Engines Advisors
805
Financial Engines Advisors
California
$207K -$36.5K -207 -15%
FOA
806
Five Oceans Advisors
California
$207K
RPGK
807
Retirement Planning Group (Kansas)
Kansas
$207K +$201K +1,140 New
SWA
808
SOA Wealth Advisors
New York
$205K
DT
809
Diversified Trust
Tennessee
$205K +$200K +1,132 New
SIC
810
Samalin Investment Counsel
New York
$204K -$706 -4 -0.4%
LCM
811
LCM Capital Management
Illinois
$203K +$197K +1,119 New
AAM
812
Aureus Asset Management
Massachusetts
$202K +$197K +1,116 New
DWP
813
Daymark Wealth Partners
Ohio
$202K +$197K +1,116 New
KC
814
Knuff & Co
California
$202K -$17.6K -100 -8%
FVWA
815
Foster Victor Wealth Advisors
South Carolina
$201K +$194K +1,098 New
CNB
816
Camden National Bank
Maine
$200K +$195K +1,105 New
LCM
817
LVM Capital Management
Michigan
$200K -$6.18K -35 -3%
IBOK
818
Independence Bank of Kentucky
Kentucky
$195K +$13.2K +75 +8%
MHR
819
Matthew Hamilton Rosenberg
$193K
Credit Agricole
820
Credit Agricole
France
$181K
ANBT
821
American National Bank & Trust
Texas
$181K +$88.2K +500 +100%
SIC
822
Salem Investment Counselors
North Carolina
$173K -$12K -68 -7%
BF
823
BOK Financial
Oklahoma
$171K -$862K -4,883 -84%
JGIA
824
Jackson Grant Investment Advisers
Connecticut
$168K
FCT
825
Family Capital Trust
Massachusetts
$163K