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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1226
Cedar Brook Financial Partners
Ohio
$357K +$55.9K +220 +18%
YIA
1227
YHB Investment Advisors
Connecticut
$355K -$6.35K -25 -2%
WFAG
1228
Worth Financial Advisory Group
North Carolina
$355K -$86.4K -340 -19%
ESB
1229
Essex Savings Bank
Connecticut
$355K +$19.1K +75 +6%
MWM
1230
Massachusetts Wealth Management
Massachusetts
$353K -$2.54K -10 -0.7%
PL
1231
Plancorp LLC
Missouri
$353K +$14K +55 +4%
CFAM
1232
Center For Asset Management
Florida
$351K -$10.4K -41 -3%
MW
1233
Marcum Wealth
Ohio
$350K +$38.9K +153 +12%
SIP
1234
Stoneridge Investment Partners
Pennsylvania
$349K
CAL
1235
Capital Advisors Ltd
Ohio
$348K
VWA
1236
Visionary Wealth Advisors
Illinois
$347K +$25.7K +101 +8%
HWA
1237
Heartwood Wealth Advisors
Virginia
$347K +$4.07K +16 +1%
Koshinski Asset Management
1238
Koshinski Asset Management
Illinois
$346K -$192K -755 -36%
FB
1239
First Bancorp
Maine
$346K -$14K -55 -4%
BIG
1240
Brooklyn Investment Group
New York
$344K +$346K +1,361 New
PBK
1241
Peoples Bank (Kansas)
Kansas
$344K
TFG
1242
Taylor Financial Group
Virginia
$344K +$345K +1,358 New
MWM
1243
Meridian Wealth Management
Kentucky
$343K +$55.4K +218 +19%
FHA
1244
Flagship Harbor Advisors
Massachusetts
$342K -$6.35K -25 -2%
SPL
1245
Smart Portfolios LLC
Washington
$342K +$356K +1,400 New
ILI
1246
Invesco LLC (Illinois)
Illinois
$341K -$25.2K -99 -7%
C
1247
Certuity
Florida
$340K +$342K +1,345 New
LI
1248
Lafayette Investments
Maryland
$336K
BAM
1249
BOS Asset Management
Illinois
$336K
CIM
1250
Contravisory Investment Management
Massachusetts
$336K +$338K +1,329 New