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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
426
Checchi Capital Advisers
California
$329K -$5.36K -24 -2%
RWB
427
RMR Wealth Builders
New Jersey
$328K – – –
IC
428
IEQ Capital
California
$326K +$7.15K +32 +2%
AA
429
Advisory Alpha
Michigan
$322K – – –
WAM
430
Wallington Asset Management
Indiana
$320K – – –
SIM
431
Sentry Investment Management
Wisconsin
$320K +$142K +634 +83%
CS
432
Comerica Securities
Michigan
$319K +$7.6K +34 +2%
VFA
433
Values First Advisors
Tennessee
$317K +$71.5K +320 +30%
ASN
434
Advisory Services Network
Georgia
$314K +$307K +1,373 New
LWAM
435
Legacy Wealth Asset Management
Minnesota
$306K +$36.7K +164 +14%
CTC
436
Central Trust Company
Missouri
$304K +$210K +938 +238%
CFG
437
Cooper Financial Group
California
$304K +$11.6K +52 +4%
MHIC
438
Marble Harbor Investment Counsel
Massachusetts
$299K – – –
BPC
439
Banque Pictet & Cie
Switzerland
$299K -$28.8K -129 -9%
BW
440
Bison Wealth
Georgia
$296K – – –
GT
441
Greenleaf Trust
Michigan
$292K +$20.8K +93 +8%
FC
442
FORA Capital
Florida
$291K -$627K -2,806 -69%
PA
443
Procyon Advisors
Connecticut
$283K – – –
VCM
444
Virtue Capital Management
Tennessee
$282K +$276K +1,235 New
OWM
445
OneAscent Wealth Management
Alabama
$279K +$274K +1,224 New
YIA
446
YHB Investment Advisors
Connecticut
$277K – – –
ACM
447
Aquatic Capital Management
Illinois
$274K +$268K +1,200 New
LNC
448
Lincoln National Corp
Pennsylvania
$272K +$266K +1,189 New
CA
449
Centerpoint Advisors
Massachusetts
$271K – – –
KPWS
450
Kestra Private Wealth Services
Texas
$269K -$57.2K -256 -18%