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Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1376
Oxinas Partners Wealth Management
Indiana
$253K +$235K +978 New
BDF
1377
Balasa Dinverno & Foltz
$252K -$5.52K -23 -2%
SFG
1378
Sunburst Financial Group
Alabama
$252K +$234K +975 New
FCA
1379
FinTrust Capital Advisors
South Carolina
$251K -$9.6K -40 -4%
PMG
1380
ProVise Management Group
Florida
$251K – – –
RW
1381
Rede Wealth
Virginia
$251K +$1.44K +6 +0.6%
ED
1382
Exane Derivatives
France
$249K +$231K +962 New
GPA
1383
Garrison Point Advisors
California
$248K – – –
CA
1384
CoreCap Advisors
Michigan
$248K +$230K +957 New
CPO
1385
Cerity Partners OCIO
New York
$248K +$230K +958 New
KCM
1386
KRS Capital Management
Michigan
$247K +$230K +958 New
BCM
1387
Buckhead Capital Management
Georgia
$246K – – –
Fayez Sarofim & Co
1388
Fayez Sarofim & Co
Texas
$244K +$226K +942 New
SPA
1389
Sentinel Pension Advisors
Massachusetts
$244K +$226K +942 New
WH
1390
Willner & Heller
California
$243K +$266K +1,110 New
JSC
1391
Jackson Square Capital
California
$242K – – –
IA
1392
Insight Advisors
Pennsylvania
$241K -$14.6K -61 -6%
SAM
1393
Secure Asset Management
Michigan
$241K +$224K +932 New
FMTC
1394
Farmers & Merchants Trust Company
California
$239K – – –
BAM
1395
Bellevue Asset Management
Washington
$239K +$2.4K +10 +1%
FFWM
1396
Future Financial Wealth Management
Ohio
$239K +$12K +50 +6%
ACP
1397
Aviance Capital Partners
Florida
$238K +$221K +922 New
BG
1398
Bahl & Gaynor
Ohio
$237K – – –
OWP
1399
Obermeyer Wealth Partners
Colorado
$237K – – –
FMN
1400
Financial Management Network
California
$237K +$215K +895 New