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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
676
Aptus Capital Advisors
Alabama
$211K -$81.1K -1,025 -25%
II
677
Inspire Investing
Idaho
$211K +$14.2K +180 +6%
UAML
678
US Asset Management LLC
Pennsylvania
$210K -$633 -8 -0.3%
CPCM
679
Cardinal Point Capital Management
Ontario, Canada
$209K
EFS
680
Essex Financial Services
Connecticut
$208K -$29.8K -376 -11%
BWCS
681
Beirne Wealth Consulting Services
Connecticut
$208K +$244K +3,086 New
LS
682
Livforsakringsbolaget Skandia
Sweden
$208K -$23.7K -300 -9%
QCG
683
Quadrant Capital Group
Ohio
$207K -$514K -6,500 -68%
PWP
684
Phillips Wealth Planners
Mississippi
$207K +$20.7K +261 +9%
GWSG
685
GPS Wealth Strategies Group
Colorado
$207K -$11.7K -148 -5%
PFM
686
Patton Fund Management
Texas
$207K
SC
687
Syon Capital
California
$205K -$34.8K -440 -13%
FFM
688
Forum Financial Management
Illinois
$204K +$240K +3,029 New
CFFP
689
Center for Financial Planning
Michigan
$200K
HWM
690
HighMark Wealth Management
Minnesota
$192K
GJIA
691
Glass Jacobson Investment Advisors
Maryland
$187K
HNB
692
Huntington National Bank
Ohio
$187K +$23.1K +292 +12%
BBHC
693
Brown Brothers Harriman & Co
New York
$158K +$42.7K +540 +30%
HWA
694
Heritage Wealth Advisors
Virginia
$150K
T. Rowe Price Investment Management
695
T. Rowe Price Investment Management
Maryland
$145K +$151K +1,906 +784%
LWCFA
696
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K
FIA
697
FNY Investment Advisers
New York
$140K +$165K +2,081 New
SWP
698
Strategic Wealth Partners
Ohio
$132K +$152K +1,919 +4,798%
SAM
699
Smartleaf Asset Management
Massachusetts
$131K +$78.2K +988 +100%
CA
700
Clearstead Advisors
Ohio
$124K -$64.7K -817 -31%