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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1151
Allred Capital Management
Texas
$244K +$844 +15 +0.3%
AB
1152
Atlas Brown
Kentucky
$243K -$253K -4,497 -50%
AF
1153
Aldebaran Financial
$243K -$113K -2,000 -31%
FPAS
1154
Focus Partners Advisor Solutions
Missouri
$242K +$248K +4,415 New
WMA
1155
Wealth Management Associates
New Jersey
$241K +$247K +4,395 New
CGA
1156
Crescent Grove Advisors
Illinois
$241K +$247K +4,393 New
GSB
1157
Greenfield Savings Bank
Massachusetts
$240K -$9.56K -170 -4%
DGAM
1158
Desjardins Global Asset Management
Quebec, Canada
$240K +$27.3K +486 +12%
EF
1159
Empowered Funds
Pennsylvania
$240K +$246K +4,375 New
SWA
1160
SFMG Wealth Advisors
Texas
$239K +$506 +9 +0.2%
CT
1161
Caldwell Trust
Florida
$239K
FCB
1162
First County Bank
Connecticut
$239K +$245K +4,354 New
HS
1163
Horan Securities
United States
$238K +$9.9K +176 +4%
SAF
1164
Smith Anglin Financial
Texas
$238K +$14.5K +257 +6%
YIA
1165
YHB Investment Advisors
Connecticut
$237K +$11.8K +210 +5%
PCA
1166
Pallas Capital Advisors
Massachusetts
$237K
XWM
1167
Xcel Wealth Management
Florida
$237K +$243K +4,317 New
BFA
1168
Bill Few Associates
Pennsylvania
$235K +$241K +4,287 New
NSIM
1169
North Star Investment Management
Illinois
$235K +$58.1K +1,033 +32%
LIA
1170
LBMC Investment Advisors
Tennessee
$234K
DIA
1171
Dana Investment Advisors
Wisconsin
$233K
JCM
1172
Janney Capital Management
Pennsylvania
$233K -$29.5K -525 -11%
PA
1173
Procyon Advisors
Connecticut
$232K +$2.31K +41 +1%
CWM
1174
Cornerstone Wealth Management
Missouri
$232K +$238K +4,238 New
MFS
1175
Madrona Financial Services
Washington
$232K