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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
951
First Foundation Advisors
California
$273K -$45K -289 -15%
BIP
952
Blueprint Investment Partners
North Carolina
$272K +$256K +1,645 New
XF
953
XML Financial
Maryland
$272K -$3.9K -25 -1%
SIM
954
Sentry Investment Management
Wisconsin
$268K -$1.4K -9 -0.6%
MA
955
Montag & Associates
Georgia
$268K – – –
CWC
956
Carolinas Wealth Consulting
North Carolina
$267K +$3.12K +20 +1%
SSW
957
Smith Shellnut Wilson
Mississippi
$267K – – –
FIA
958
Foundations Investment Advisors
Arizona
$266K -$39.4K -253 -14%
WP
959
WMS Partners
Maryland
$266K -$20.3K -130 -7%
SA
960
SL Advisors
New Jersey
$265K -$20.9K -134 -8%
SIC
961
Salem Investment Counselors
North Carolina
$265K -$45.2K -290 -15%
HCM
962
Highview Capital Management
Illinois
$264K – – –
IP
963
Isthmus Partners
Wisconsin
$264K – – –
PWP
964
Perfromance Wealth Partners
Illinois
$262K +$247K +1,583 New
FWP
965
FAS Wealth Partners
Kansas
$262K -$623 -4 -0.3%
SIC
966
SFE Investment Counsel
California
$261K – – –
SWM
967
SeaCrest Wealth Management
New York
$260K -$3.74K -24 -2%
HI
968
Horizon Investments
North Carolina
$260K -$154K -987 -39%
TCBWMS
969
Texas Capital Bank Wealth Management Services
Texas
$260K – – –
AWM
970
Aries Wealth Management
Maine
$259K – – –
SCM
971
Shelton Capital Management
Colorado
$259K – – –
JAG
972
Journey Advisory Group
Kentucky
$258K – – –
BSC
973
Brown Shipley & Co
United Kingdom
$258K +$243K +1,558 New
ACM
974
AUA Capital Management
Pennsylvania
$258K – – –
AL
975
Aspiriant LLC
California
$257K – – –