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Name Holding Trade Value Shares
Change
Change in
Stake
C
1101
Certuity
Florida
$279K +$256K +1,207 New
IA
1102
IAM Advisory
Pennsylvania
$278K +$3.6K +17 +1%
HC
1103
Hamilton Capital
Ohio
$278K -$4.45K -21 -2%
AP
1104
Atwood & Palmer
Missouri
$277K – – –
TCBWMS
1105
Texas Capital Bank Wealth Management Services
Texas
$275K – – –
PL
1106
Parthenon LLC
Kentucky
$273K – – –
ST
1107
Smithfield Trust
Pennsylvania
$271K – – –
IA
1108
Insight Advisors
Pennsylvania
$270K +$3.18K +15 +1%
ECM
1109
Evergreen Capital Management
Washington
$270K -$65.5K -309 -21%
PL
1110
Plancorp LLC
Missouri
$270K +$5.72K +27 +2%
EFS
1111
Essex Financial Services
Connecticut
$269K +$9.54K +45 +4%
OPA
1112
Old Port Advisors
Maine
$268K -$2.97K -14 -1%
VV
1113
Verity & Verity
South Carolina
$268K – – –
OFG
1114
Oxford Financial Group
Indiana
$267K -$121K -571 -33%
LNB
1115
Ledyard National Bank
$264K – – –
OTPPB
1116
Ontario Teachers' Pension Plan Board
Ontario, Canada
$264K +$242K +1,142 New
BFP
1117
Beacon Financial Planning
Massachusetts
$263K – – –
EFG
1118
Everhart Financial Group
Ohio
$263K +$242K +1,140 New
SF
1119
Summit Financial
New Jersey
$261K -$29.3K -138 -11%
KP
1120
Keel Point
Alabama
$260K +$11K +52 +5%
PWP
1121
Principle Wealth Partners
Connecticut
$259K +$238K +1,123 New
WAP
1122
Wealthcare Advisory Partners
Pennsylvania
$259K +$6.15K +29 +3%
AC
1123
Avestar Capital
New York
$259K +$237K +1,120 New
TW
1124
Transform Wealth
Colorado
$258K +$12.1K +57 +5%
VPP
1125
Vertex Planning Partners
Illinois
$258K -$1.27K -6 -0.5%