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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
Flagship Harbor Advisors
Massachusetts
$241K +$232K +4,835 New
SSB
527
Sandy Spring Bank
Maryland
$240K -$48K -1,000 -17%
CAM
528
Cresset Asset Management
Illinois
$239K -$130K -2,701 -36%
WMA
529
Wealth Management Associates
New Jersey
$239K -$8.74K -182 -4%
ECM
530
Evergreen Capital Management
Washington
$237K +$229K +4,759 New
CW
531
CreativeOne Wealth
Kansas
$237K +$229K +4,769 New
IP
532
Investment Partners
Ohio
$237K +$229K +4,770 New
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$236K -$93.2K -1,939 -29%
SIC
534
Salem Investment Counselors
North Carolina
$234K
SRC
535
Sage Rhino Capital
California
$234K +$226K +4,706 New
VCA
536
Verdence Capital Advisors
Maryland
$233K -$28.6K -595 -11%
9WM
537
9258 Wealth Management
Ohio
$233K -$22.1K -459 -9%
QP
538
Quilter Plc
United Kingdom
$233K +$226K +4,694 New
AB
539
Atlas Brown
Kentucky
$232K
CBT
540
CoreFirst Bank & Trust
Kansas
$232K
SWA
541
Stratos Wealth Advisors
Ohio
$232K +$144 +3 +0.1%
FMW
542
Farr Miller & Washington
District of Columbia
$231K
KMWM
543
Keudell/Morrison Wealth Management
Oregon
$230K +$1.25K +26 +0.6%
CG
544
Caprock Group
Idaho
$229K +$219K +4,549 New
SFA
545
Sequoia Financial Advisors
Ohio
$229K +$221K +4,599 New
EFS
546
Essex Financial Services
Connecticut
$229K +$221K +4,606 New
Invesco
547
Invesco
Georgia
$227K -$201K -4,188 -48%
PWMG
548
Pinnacle Wealth Management Group
Michigan
$227K +$219K +4,560 New
RFM
549
Royal Fund Management
Florida
$226K +$219K +4,556 New
IAP
550
Indie Asset Partners
Indiana
$225K +$217K +4,520 New