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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1226
First Personal Financial Services
North Carolina
$209K +$197K +4,013 New
DIP
1227
Davis Investment Partners
North Carolina
$209K +$199K +4,058 New
MAM
1228
Meeder Asset Management
Ohio
$209K -$1.16M -23,689 -86%
PAM
1229
Paradigm Asset Management
New York
$208K -$893K -18,157 -82%
VWA
1230
Visionary Wealth Advisors
Illinois
$208K +$196K +3,984 New
Advisory Alpha
1231
Advisory Alpha
Michigan
$208K +$196K +3,982 New
PCP
1232
Proficio Capital Partners
Massachusetts
$207K -$1.17M -23,743 -86%
MA
1233
MONECO Advisors
Connecticut
$207K +$195K +3,958 New
FFG
1234
Fortem Financial Group
California
$206K -$112K -2,287 -37%
GA
1235
Greenspring Advisors
Maryland
$205K +$193K +3,929 New
DTC
1236
Davidson Trust Company
Washington
$205K +$193K +3,924 New
VWA
1237
V Wealth Advisors
Kansas
$204K +$192K +3,908 New
PFS Investments
1238
PFS Investments
Georgia
$203K -$144K -2,921 -43%
PP
1239
PDS Planning
Ohio
$203K +$191K +3,886 New
AAM
1240
Auxier Asset Management
Oregon
$202K +$190K +3,865 New
RC
1241
Roundview Capital
New Jersey
$202K +$190K +3,865 New
BLC
1242
Brown, Lisle/Cummings
Rhode Island
$202K +$6.93K +141 +4%
Gratus Capital
1243
Gratus Capital
Georgia
$201K +$189K +3,854 New
Vise Technologies
1244
Vise Technologies
New York
$201K +$189K +3,849 New
EBA
1245
Eagle Bay Advisors
New York
$200K +$26.1K +530 +16%
DSC
1246
Duncker Streett & Co
Missouri
$200K -$15K -306 -7%
BSB
1247
Bangor Savings Bank
Maine
$197K +$9.49K +193 +5%
CSPIA
1248
Cary Street Partners Investment Advisory
Virginia
$194K -$48.9K -994 -21%
LFA
1249
Level Financial Advisors
New York
$192K +$98 +2 +0.1%
AAG
1250
Armstrong Advisory Group
Massachusetts
$188K +$177K +3,607 New