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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
476
Level Four Advisory Services
Texas
$312K +$13.7K +97 +4%
RFC
477
Regions Financial Corp
Alabama
$312K -$164K -1,166 -33%
GFP
478
Gryphon Financial Partners
Ohio
$312K -$3.1K -22 -0.9%
RMCM
479
Reynders McVeigh Capital Management
Massachusetts
$308K +$141 +1 +0%
CPIG
480
Chicago Partners Investment Group
Illinois
$308K +$68.2K +484 +29%
IF
481
Intrua Financial
Texas
$306K -$12.3K -87 -4%
DCM
482
Delta Capital Management
New Jersey
$305K – – –
EFG
483
Ethos Financial Group
Pennsylvania
$298K – – –
LFG
484
Larson Financial Group
Missouri
$296K -$18.5K -131 -5%
LIM
485
Leavell Investment Management
Alabama
$296K – – –
AIS
486
American Investment Services
Massachusetts
$295K – – –
IPW
487
Impact Partnership Wealth
Georgia
$294K -$92K -653 -23%
MK
488
MASTERINVEST Kapitalanlage
$293K – – –
IAA
489
Independent Advisor Alliance
North Carolina
$291K +$25.1K +178 +9%
CIA
490
Choate Investment Advisors
Massachusetts
$291K -$423 -3 -0.1%
LIM
491
Loudon Investment Management
New Hampshire
$290K – – –
Vontobel Holding
492
Vontobel Holding
Switzerland
$286K – – –
IFG
493
Independent Financial Group
California
$283K +$8.74K +62 +3%
GT
494
Glenview Trust
Kentucky
$282K +$1.55K +11 +0.5%
FG
495
Fiduciary Group
Georgia
$280K – – –
LWAM
496
Legacy Wealth Asset Management
Minnesota
$277K -$564 -4 -0.2%
GHAM
497
Gilman Hill Asset Management
Connecticut
$275K +$57.8K +410 +24%
CCM
498
Chilton Capital Management
Texas
$275K +$25.4K +180 +9%
WA
499
Waverly Advisors
Alabama
$271K +$291K +2,067 New
APA
500
Astoria Portfolio Advisors
New York
$269K -$31.7K -225 -10%