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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$305K
IWM
602
IHT Wealth Management
Illinois
$303K -$7.43K -53 -3%
FFM
603
Forum Financial Management
Illinois
$303K +$276K +1,971 New
HI
604
Horizon Investments
North Carolina
$303K +$2.94K +21 +1%
SIA
605
Schechter Investment Advisors
Michigan
$302K -$51.6K -368 -16%
VVP
606
Venture Visionary Partners
Ohio
$301K +$8.27K +59 +3%
PIM
607
Penobscot Investment Management
Massachusetts
$300K -$179K -1,275 -39%
RIG
608
Renaissance Investment Group
Massachusetts
$300K
SPC
609
Stewart & Patten Company
California
$300K
SCA
610
Snowden Capital Advisors
New York
$297K +$7.57K +54 +3%
KWM
611
Kingsview Wealth Management
Oregon
$297K -$13.4K -96 -5%
TPI
612
Trust Point Inc
Wisconsin
$292K +$266K +1,900 New
CWM
613
Compass Wealth Management
Connecticut
$292K
Los Angeles Capital Management
614
Los Angeles Capital Management
California
$291K
WC
615
Wynn Capital
Georgia
$291K +$265K +1,890 New
FTDI
616
First Trust Direct Indexing
Massachusetts
$289K -$18.2K -130 -6%
Empower Advisory Group
617
Empower Advisory Group
Colorado
$287K -$560 -4 -0.2%
SI
618
Stephens Inc
Arkansas
$286K +$260K +1,857 New
DAS
619
Dynamic Advisor Solutions
Arizona
$285K +$23K +164 +9%
EGA
620
Eagle Global Advisors
Texas
$284K
MAS
621
Meeder Advisory Services
Ohio
$282K +$1.12K +8 +0.4%
MYIA
622
Mount Yale Investment Advisors
Colorado
$281K +$11.6K +83 +5%
BBHC
623
Brown Brothers Harriman & Co
New York
$280K -$420 -3 -0.2%
CI Investments Inc
624
CI Investments Inc
Ontario, Canada
$280K +$2.66K +19 +1%
JWCA
625
J.W. Coons Advisors
Ohio
$278K -$1.96K -14 -0.8%