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Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WMS Partners
Maryland
$259K -$88.9K -700 -27%
DLA
677
Douglas Lane & Associates
New York
$259K +$762 +6 +0.3%
IAA
678
Independent Advisor Alliance
North Carolina
$257K +$244K +1,918 New
RA
679
Rational Advisors
New York
$256K -$969K -7,624 -80%
BIM
680
Baldwin Investment Management
Pennsylvania
$255K
HAG
681
HighPoint Advisor Group
Illinois
$253K -$131K -1,032 -37%
NB
682
Northwest Bancshares
Pennsylvania
$252K
WS
683
Wedbush Securities
California
$251K -$69.7K -549 -23%
LSAG
684
Lake Street Advisors Group
New Hampshire
$251K +$3.94K +31 +2%
GD
685
Grandfield & Dodd
New York
$250K
FRA
686
Front Row Advisors
California
$248K
VDI
687
Vaughan David Investments
Illinois
$244K -$17K -134 -7%
HI
688
Human Investing
Oregon
$241K -$24.6K -194 -10%
JFA
689
JNBA Financial Advisors
Minnesota
$241K
SBH
690
Segall Bryant & Hamill
Illinois
$241K +$229K +1,800 New
BBHC
691
Brown Brothers Harriman & Co
New York
$237K +$1.65K +13 +0.7%
ESB
692
Essex Savings Bank
Connecticut
$237K +$224K +1,767 +121%
EHWM
693
Eads & Heald Wealth Management
Georgia
$231K -$25.4K -200 -10%
CHAM
694
Clear Harbor Asset Management
Connecticut
$229K -$19.1K -150 -8%
GC
695
Grace Capital
Massachusetts
$228K -$50.8K -400 -19%
BAC
696
Boys Arnold & Co
North Carolina
$228K -$6.35K -50 -3%
NL
697
NWAM LLC
Washington
$228K +$216K +1,701 New
FNBTCON
698
First National Bank & Trust Co of Newtown
Pennsylvania
$227K +$215K +1,692 New
NFG
699
Nadler Financial Group
Illinois
$225K +$213K +1,680 New
CFS
700
Cannon Financial Strategists
Georgia
$222K +$211K +1,660 New