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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1001
Valmark Advisers
Ohio
$254K +$3.9K +96 +2%
SWA
1002
Stratos Wealth Advisors
Ohio
$253K
SMA
1003
Sage Mountain Advisors
Georgia
$252K -$85.4K -2,104 -26%
Fayez Sarofim & Co
1004
Fayez Sarofim & Co
Texas
$252K
GB
1005
Goepper Burkhardt
South Carolina
$252K
WPWM
1006
Windward Private Wealth Management
Kansas
$252K
BAAM
1007
Baker Avenue Asset Management
California
$251K +$242K +5,973 New
QIM
1008
Quantitative Investment Management
Virginia
$250K +$242K +5,959 New
CA
1009
Claro Advisors
Massachusetts
$250K -$73.2K -1,805 -23%
CW
1010
Channel Wealth
California
$249K
FNT
1011
First National Trust
Pennsylvania
$249K
BTWM
1012
Baker Tilly Wealth Management
Wisconsin
$248K +$7.83K +193 +3%
IAS
1013
Insigneo Advisory Services
Florida
$248K -$3.61K -89 -1%
PCP
1014
Panoramic Capital Partners
Oregon
$246K -$13K -321 -5%
SAF
1015
Smith Anglin Financial
Texas
$246K +$237K +5,846 New
BA
1016
Bristlecone Advisors
Washington
$242K
GWM
1017
Gibbs Wealth Management
Georgia
$242K +$234K +5,763 New
CIA
1018
Choate Investment Advisors
Massachusetts
$241K -$50.1K -1,236 -18%
WAG
1019
Windsor Advisory Group
Ohio
$240K
HCA
1020
Hyperion Capital Advisors
New York
$240K
PF
1021
Phoenix Financial
Israel
$240K +$232K +5,709 New
AWM
1022
Aprio Wealth Management
Georgia
$240K -$7.38K -182 -3%
WCM
1023
Windsor Capital Management
Arizona
$239K
AA
1024
Alta Advisers
United Kingdom
$239K
EM
1025
ELCO Management
New York
$236K