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Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1101
FourThought Financial Partners
Florida
$216K
FAM
1102
Formidable Asset Management
Ohio
$216K +$12.1K +1,000 +7%
SFP
1103
Shepherd Financial Partners
Massachusetts
$215K +$16.8K +1,388 +9%
CW
1104
CIC Wealth
Maryland
$214K -$2.4K -198 -1%
CT
1105
Clearstead Trust
Maine
$212K +$1.41K +116 +0.7%
UB
1106
UMB Bank
Missouri
$212K +$1.65K +136 +0.9%
RAM
1107
Ramirez Asset Management
New York
$211K -$2.38K -196 -1%
AA
1108
AlphaCentric Advisors
Puerto Rico
$210K -$20.6K -1,700 -10%
RL
1109
Rogco LP
Oklahoma
$210K
SIC
1110
Sterling Investment Counsel
New York
$210K +$31.4K +2,590 +20%
EIP
1111
Epoch Investment Partners
New York
$209K +$7.87K +649 +4%
KAM
1112
Knightsbridge Asset Management
California
$208K
AMBIA
1113
Allen Mooney & Barnes Investment Advisors
Georgia
$208K +$60.9K +5,021 +46%
MIS
1114
Morningstar Investment Services
Illinois
$208K -$2.12K -175 -1%
CPSAC
1115
Chas P. Smith & Associates (CPS)
Florida
$208K +$39.1K +3,226 +26%
SC
1116
Stephens Consulting
Michigan
$208K -$3.82K -315 -2%
FUBT
1117
First United Bank & Trust
Maryland
$208K -$10.3K -850 -5%
MCCA
1118
Mill Creek Capital Advisors
Pennsylvania
$208K +$8.38K +691 +5%
MPI
1119
Mairs & Power Inc
Minnesota
$207K
SIA
1120
Soltis Investment Advisors
Utah
$207K -$33.9K -2,798 -15%
CPIG
1121
Chicago Partners Investment Group
Illinois
$207K +$22.7K +1,875 +13%
GWM
1122
Graybill Wealth Management
Illinois
$206K
LC
1123
Lindbrook Capital
California
$206K +$43.5K +3,585 +30%
QCIG
1124
Quad-Cities Investment Group
Iowa
$205K -$114K -9,363 -38%
AAIS
1125
ABN AMRO Investment Solutions
$205K