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Name Holding Trade Value Shares
Change
Change in
Stake
AB
601
Atlas Brown
Kentucky
$254K
IP
602
Investment Partners
Ohio
$254K +$938 +17 +0.4%
PFC
603
Poplar Forest Capital
California
$253K -$125K -2,267 -33%
CBT
604
CoreFirst Bank & Trust
Kansas
$253K
IP
605
Ignite Planners
California
$252K -$234K -4,230 -48%
RSWM
606
Robertson Stephens Wealth Management
California
$252K +$254K +4,600 New
WE
607
Wealth Effects
Massachusetts
$250K +$254K +4,600 New
SNB
608
Security National Bank
Nebraska
$249K +$9.88K +179 +4%
CC
609
Cadinha & Co
Hawaii
$245K
MMPW
610
Mitchell McLeod Pugh & Williams
Alabama
$243K
PA
611
Parallel Advisors
California
$243K +$50.4K +913 +26%
HSA
612
HBK Sorce Advisory
Pennsylvania
$241K -$773 -14 -0.3%
MA
613
Montag & Associates
Georgia
$239K +$39.8K +721 +20%
EGM
614
Engineers Gate Manager
New York
$239K +$243K +4,398 New
WP
615
WealthSource Partners
California
$236K -$131K -2,368 -35%
FFA
616
Founders Financial Alliance
North Carolina
$236K -$71.3K -1,291 -23%
SGA
617
Strategic Global Advisors
California
$235K -$400K -7,243 -63%
KOC
618
Koss-Olinger Consulting
Florida
$234K -$84.8K -1,536 -26%
PG
619
Patten Group
Tennessee
$234K +$13.2K +240 +6%
WSC
620
Wellington Shields & Co
New York
$232K -$97.2K -1,760 -29%
SCM
621
Stordahl Capital Management
Colorado
$232K
TCA
622
Transcend Capital Advisors
New Jersey
$231K -$23.6K -428 -9%
HWM
623
Hemington Wealth Management
Virginia
$231K
BFO
624
Boston Family Office
Massachusetts
$230K
VCP
625
Verus Capital Partners
Arizona
$230K