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Name Holding Trade Value Shares
Change
Change in
Stake
TA
926
TrueWealth Advisors
Alabama
$275K +$55.1K +1,182 +21%
GIA
927
Gladstone Institutional Advisory
Florida
$275K -$12.3K -263 -4%
WAP
928
Wealthcare Advisory Partners
Pennsylvania
$275K -$1.68K -36 -0.5%
MMG
929
Monetary Management Group
Missouri
$275K +$23.3K +500 +8%
HT
930
Heritage Trust
Oklahoma
$274K +$319K +6,836 New
AC
931
Avestar Capital
New York
$274K +$37.8K +811 +13%
Mission Wealth Management
932
Mission Wealth Management
California
$268K -$98.8K -2,117 -24%
BCP
933
Blue Chip Partners
Michigan
$268K -$10.8K -231 -3%
Centiva Capital
934
Centiva Capital
New York
$267K -$948K -20,322 -75%
R.M. Davis Inc
935
R.M. Davis Inc
Maine
$265K -$39.8K -852 -11%
RFG Advisory
936
RFG Advisory
Alabama
$264K +$39.9K +855 +15%
SRC
937
Shufro Rose & Co
New York
$262K +$44.4K +952 +17%
PL
938
Parthenon LLC
Kentucky
$261K – – –
Livforsakringsbolaget Skandia
939
Livforsakringsbolaget Skandia
Sweden
$260K – – –
Crestwood Advisors Group
940
Crestwood Advisors Group
Massachusetts
$259K +$105K +2,243 +53%
CCM
941
Chickasaw Capital Management
Tennessee
$258K -$15.5K -333 -5%
Simon Quick Advisors
942
Simon Quick Advisors
New Jersey
$258K +$300K +6,423 New
LOPW
943
Live Oak Private Wealth
North Carolina
$256K +$19.1K +409 +7%
CCG
944
Coastwise Capital Group
California
$255K +$84K +1,800 +39%
CC
945
Courier Capital
New York
$255K -$45.3K -970 -13%
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$255K -$8.49K -182 -3%
FUBT
947
First United Bank & Trust
Maryland
$255K -$165K -3,527 -36%
GSIAS
948
Garden State Investment Advisory Services
New Jersey
$255K +$14.4K +309 +5%
CC
949
Cadinha & Co
Hawaii
$255K -$103K -2,200 -26%
VFG
950
Victory Financial Group
Texas
$254K +$295K +6,331 New