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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2151
Addison Advisors
Vermont
$1.02M +$30K +186 +3%
CWM
2152
Connecticut Wealth Management
Connecticut
$1.02M +$28.9K +179 +3%
MFT
2153
Moisand Fitzgerald Tamayo
Florida
$1.02M -$47.5K -294 -4%
PFC
2154
Phocas Financial Corp
California
$1.02M +$4.04K +25 +0.4%
CA
2155
Calton & Associates
Florida
$1.01M -$107K -663 -9%
TCM
2156
Tradewinds Capital Management
Washington
$1.01M +$63.1K +391 +6%
STAS
2157
Strong Tower Advisory Services
Minnesota
$1.01M +$64.1K +397 +6%
BW
2158
Bison Wealth
Georgia
$1.01M -$132K -817 -11%
RB
2159
Renasant Bank
Mississippi
$1.01M +$5.01K +31 +0.5%
AC
2160
Avenir Corporation
Virginia
$1M – – –
WAM
2161
WNY Asset Management
New York
$1M -$5.98K -37 -0.6%
MFG
2162
Monte Financial Group
Connecticut
$1M +$15.8K +98 +2%
Balentine LLC
2163
Balentine LLC
Georgia
$998K -$426K -2,637 -29%
LP
2164
LGL Partners
Pennsylvania
$995K +$240K +1,487 +30%
WA
2165
Wambolt & Associates
Colorado
$994K -$646 -4 -0.1%
ONST
2166
Old North State Trust
North Carolina
$992K +$185K +1,143 +22%
TI
2167
Telemetry Investments
New York
$991K – – –
GWM
2168
Gray Wealth Management
Maine
$991K +$74.9K +464 +8%
LWA
2169
Lineweaver Wealth Advisors
Ohio
$990K +$72.5K +449 +8%
VC
2170
Veracity Capital
Georgia
$985K -$29.2K -181 -3%
Intact Investment Management
2171
Intact Investment Management
Quebec, Canada
$984K -$202K -1,250 -16%
FBT
2172
First Bankers Trust
Kentucky
$984K – – –
RFA
2173
Resurgent Financial Advisors
Georgia
$984K +$1.03M +6,349 New
SIA
2174
Strategic Investment Advisors
Michigan
$983K +$74.1K +459 +8%
PWSG
2175
Pacific Wealth Strategies Group
California
$982K -$155K -959 -13%