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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
801
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K
PK
802
Pflug Koory
Nebraska
$319K +$6.89K +85 +2%
IA
803
IFP Advisors
Florida
$319K +$312K +3,847 New
VCAM
804
Van Cleef Asset Management
Ohio
$318K -$60.8K -750 -16%
RIM
805
Redwood Investment Management
Arizona
$318K -$23.4K -289 -7%
SAA
806
Southeast Asset Advisors
Georgia
$316K
FNBTCON
807
First National Bank & Trust Co of Newtown
Pennsylvania
$315K
EDRH
808
Edmond de Rothschild Holding
Switzerland
$315K +$254K +3,140 +487%
CDH
809
Charles D. Hyman
$312K -$8.91K -110 -3%
GP
810
Girard Partners
Pennsylvania
$310K -$12.8K -158 -4%
DA
811
Dillon & Associates
Michigan
$303K -$56.7K -700 -16%
HT
812
Heritage Trust
Oklahoma
$303K
CCA
813
Checchi Capital Advisers
California
$302K -$5.67K -70 -2%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$299K -$143K -1,759 -33%
KWM
815
Kingsview Wealth Management
Oregon
$298K +$22.2K +274 +8%
WIM
816
Wilen Investment Management
Florida
$297K
CPO
817
Cerity Partners OCIO
New York
$295K +$8.75K +108 +3%
RA
818
RFG Advisory
Alabama
$294K +$52.1K +643 +22%
BWA
819
BDO Wealth Advisors
Florida
$293K +$27.3K +337 +11%
LA
820
LVW Advisors
New York
$293K +$286K +3,528 New
PCM
821
Parsons Capital Management
Rhode Island
$292K
SS
822
Simplicity Solutions
Minnesota
$291K -$531K -6,548 -65%
PA
823
Probity Advisors
Texas
$288K -$13.9K -172 -5%
PV
824
Private Vista
Illinois
$288K
AWA
825
ARS Wealth Advisors
Florida
$287K +$24K +296 +9%