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Name Holding Trade Value Shares
Change
Change in
Stake
HI
651
Hoey Investments
Pennsylvania
$257K – – –
PIA
652
Perennial Investment Advisors
California
$256K +$259K +4,888 New
RCA
653
Resonant Capital Advisors
Wisconsin
$256K -$68.7K -1,299 -21%
Invesco
654
Invesco
Georgia
$255K +$8.88K +168 +4%
PCM
655
Parsons Capital Management
Rhode Island
$255K +$257K +4,857 New
BF
656
Blankinship & Foster
California
$253K – – –
MMPW
657
Mitchell McLeod Pugh & Williams
Alabama
$252K +$254K +4,805 New
PAG
658
Powers Advisory Group
Illinois
$252K -$20.3K -384 -7%
WCA
659
Whetstone Capital Advisors
Kansas
$250K – – –
QPWM
660
Quadrant Private Wealth Management
Pennsylvania
$247K +$16K +303 +7%
FAM
661
Formidable Asset Management
Ohio
$247K -$890K -16,837 -79%
GIA
662
Guyasuta Investment Advisors
Pennsylvania
$245K +$159 +3 +0.1%
EAN
663
Excelsior Advisor Network
Colorado
$245K +$247K +4,669 New
GHA
664
GW Henssler & Associates
Georgia
$244K – – –
MAS
665
Meeder Advisory Services
Ohio
$244K -$1.75K -33 -0.7%
7WCP
666
71 West Capital Partners
Massachusetts
$242K +$245K +4,624 New
AMG
667
Advisors Management Group
Wisconsin
$242K -$2.89M -54,570 -92%
AF
668
Aviso Financial
Ontario, Canada
$241K -$11.5K -218 -5%
BCI
669
Blue Capital Inc
Nebraska
$240K +$36.3K +687 +18%
RG
670
Rathbones Group
United Kingdom
$240K – – –
TWP
671
Tempus Wealth Planning
California
$239K – – –
RPC
672
Rossmore Private Capital
Connecticut
$239K – – –
GEA
673
Glen Eagle Advisors
New Jersey
$238K +$55.3K +1,045 +30%
AUB
674
Atlantic Union Bankshares
Virginia
$237K -$33.8K -640 -12%
ODE
675
O'Domhnaill Enterprises
Wyoming
$235K +$17.3K +328 +8%