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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1901
Lake Street Private Wealth
Illinois
$201K +$204K +1,567 New
P
1902
&Partners
Tennessee
$201K +$204K +1,568 New
GA
1903
Gateway Advisory
New Jersey
$201K +$204K +1,572 New
WAAG
1904
Wealth Alliance Advisory Group
Kansas
$200K -$27.8K -214 -12%
CAM
1905
Close Asset Management
United Kingdom
$188K
OSAM
1906
O'Shaughnessy Asset Management
Connecticut
$187K +$189K +1,455 +48,500%
FCA
1907
FinTrust Capital Advisors
South Carolina
$185K -$3.64K -28 -2%
MCA
1908
Mercer Capital Advisers
New Jersey
$183K
SIS
1909
Sound Income Strategies
Florida
$183K +$6.37K +49 +4%
TI
1910
Truehand Inc
New Hampshire
$181K
SA
1911
SRH Advisors
Kansas
$181K +$520 +4 +0.3%
GDP
1912
Great Diamond Partners
Maine
$180K +$183K +1,406 New
Loomis, Sayles & Company
1913
Loomis, Sayles & Company
Massachusetts
$179K -$8.19K -63 -4%
BG
1914
Bollard Group
Massachusetts
$177K +$130 +1 +0.1%
BEI
1915
Benjamin Edwards Inc
Missouri
$173K +$10K +77 +6%
BDWM
1916
Brewin Dolphin Wealth Management
Ireland
$170K
CBT
1917
Central Bank & Trust
Kentucky
$162K -$10.3K -79 -6%
SL
1918
Savior LLC
Massachusetts
$152K +$154K +1,184 New
HCA
1919
Horan Capital Advisors
Ohio
$150K +$910 +7 +0.6%
MWP
1920
Meridian Wealth Partners
Pennsylvania
$150K +$152K +1,170 New
Barrow, Hanley, Mewhinney & Strauss
1921
Barrow, Hanley, Mewhinney & Strauss
Texas
$149K -$139M -1,067,533 -100%
PCIA
1922
Prime Capital Investment Advisors
Kansas
$149K -$4.05M -31,139 -96%
CAL
1923
Capital Analysts LLC
Pennsylvania
$148K -$2.73K -21 -2%
VCS
1924
Vaughan & Co Securities
New Jersey
$147K +$149K +1,146 New
IFAM
1925
Institutional & Family Asset Management
Colorado
$145K -$1.17K -9 -0.8%