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Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
1176
Park Square Financial Group
Georgia
$287K +$305K +1,225 New
PL
1177
Plancorp LLC
Missouri
$286K +$5.72K +23 +2%
FCP
1178
Fidelis Capital Partners
Florida
$286K -$21.9K -88 -7%
WEG
1179
World Equity Group
Illinois
$285K +$10.4K +42 +4%
ABC
1180
Associated Banc-Corp
Wisconsin
$285K -$1.24K -5 -0.4%
AWC
1181
Adamsbrown Wealth Consultants
Kansas
$281K -$249 -1 -0.1%
CGL
1182
Clarius Group LLC
Washington
$281K +$1.74K +7 +0.6%
LL
1183
LPWM LLC
Minnesota
$278K -$33.8K -136 -10%
WAP
1184
Wealthcare Advisory Partners
Pennsylvania
$278K -$2.73K -11 -0.9%
C
1185
Certuity
Florida
$278K -$1.49M -5,998 -84%
PL
1186
Parthenon LLC
Kentucky
$277K – – –
FB
1187
Fulton Bank
Pennsylvania
$276K +$293K +1,177 New
IA
1188
IAM Advisory
Pennsylvania
$276K -$2.73K -11 -0.9%
ST
1189
Smithfield Trust
Pennsylvania
$275K – – –
IA
1190
Insight Advisors
Pennsylvania
$275K – – –
BWM
1191
Baron Wealth Management
Michigan
$273K +$6.71K +27 +2%
GDP
1192
Great Diamond Partners
Maine
$272K -$22.9K -92 -7%
S
1193
Sachetta
Massachusetts
$272K – – –
LNB
1194
Ledyard National Bank
$268K +$7.71K +31 +3%
NAS
1195
Nicolet Advisory Services
Wisconsin
$267K +$1.24K +5 +0.4%
VPP
1196
Vertex Planning Partners
Illinois
$267K +$2.24K +9 +0.8%
BFP
1197
Beacon Financial Planning
Massachusetts
$267K – – –
SPI
1198
Sutton Place Investors
New York
$266K +$3.48K +14 +1%
LFA
1199
Legacy Financial Advisors
Kentucky
$264K +$3.73K +15 +1%
NAM
1200
NorthCrest Asset Manangement
Minnesota
$264K -$4.23K -17 -1%