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Name Holding Trade Value Shares
Change
Change in
Stake
HL
826
HeadInvest LLC
Maine
$256K -$2.75K -30 -0.9%
Fayez Sarofim & Co
827
Fayez Sarofim & Co
Texas
$256K
LA
828
LVW Advisors
New York
$255K +$301K +3,280 New
DBIA
829
Dumont & Blake Investment Advisors
New Jersey
$252K -$917 -10 -0.3%
CA
830
Capital Advantage
California
$252K +$17K +185 +6%
I
831
IberiaBank
Louisiana
$251K +$28.4K +310 +11%
BIA
832
Bigelow Investment Advisors
Maine
$250K -$59.4K -648 -17%
BCM
833
Bourgeon Capital Management
Connecticut
$250K +$286K +3,120 +3,120%
KF
834
Krilogy Financial
Missouri
$249K +$3.67K +40 +1%
CFD
835
Creative Financial Designs
Indiana
$244K -$16.1K -176 -5%
MIA
836
MainStreet Investment Advisors
Illinois
$242K +$285K +3,113 New
RCAG
837
Rehmann Capital Advisory Group
Michigan
$241K +$284K +3,101 New
WIM
838
Wilen Investment Management
Florida
$240K -$27.5K -300 -9%
CA
839
Calton & Associates
Florida
$240K -$24.3K -265 -8%
ITIM
840
Indiana Trust & Investment Management
Indiana
$240K
RIM
841
Rampart Investment Management
Connecticut
$238K -$228K -2,490 -45%
NAM
842
NorthCoast Asset Management
Connecticut
$238K +$281K +3,061 New
BHWM
843
Bar Harbor Wealth Management
New Hampshire
$235K -$92 -1 -0%
ACA
844
Ackerman Capital Advisors
Texas
$233K -$275K -3,000 -50%
PA
845
Probity Advisors
Texas
$233K -$38.8K -423 -12%
ISWM
846
Independent Solutions Wealth Management
New York
$233K -$23.8K -260 -8%
GDP
847
Great Diamond Partners
Maine
$228K +$19.6K +214 +8%
NAS
848
Nicolet Advisory Services
Wisconsin
$228K +$270K +2,940 New
PPP
849
Private Portfolio Partners
New Jersey
$227K -$11.6K -126 -4%
YIA
850
YHB Investment Advisors
Connecticut
$227K -$4.67K -51 -2%