Name Holding Trade Value Shares
Change
Change in
Stake
PP
2151
PDS Planning
Ohio
$376K +$49K +829 +14%
SWM
2152
Segment Wealth Management
Texas
$375K -$110K -1,859 -21%
KWMG
2153
King Wealth Management Group
Florida
$374K +$473 +8 +0.1%
CCA
2154
Conestoga Capital Advisors
Pennsylvania
$373K – – –
MFG
2155
Merit Financial Group
Georgia
$372K -$93.6K -1,582 -19%
RWG
2156
Regal Wealth Group
California
$372K -$22.4K -378 -5%
DW
2157
Domani Wealth
Pennsylvania
$370K +$17.7K +300 +5%
AAP
2158
Arax Advisory Partners
Colorado
$370K +$42.2K +713 +12%
AWA
2159
Arkadios Wealth Advisors
Georgia
$369K +$828 +14 +0.2%
SWA
2160
SFMG Wealth Advisors
Texas
$369K -$183K -3,087 -31%
BHC
2161
Bowen Hanes & Co
Florida
$367K – – –
NCM
2162
Noesis Capital Mangement
Florida
$367K -$34.5K -584 -8%
FBC
2163
Fairfield, Bush & Co
Connecticut
$365K +$24.2K +409 +6%
MIS
2164
Morningstar Investment Services
Illinois
$365K +$157K +2,650 +67%
AC
2165
Avestar Capital
New York
$364K -$59.9K -1,013 -13%
Verition Fund Management
2166
Verition Fund Management
Connecticut
$363K -$1.52M -25,711 -79%
CVM
2167
Cheviot Value Management
California
$363K -$188K -3,173 -32%
FAN
2168
Financial Advisors Network
California
$363K -$30.2K -511 -7%
ARMC
2169
American Research & Management Company
Massachusetts
$361K -$54.7K -925 -12%
LFA
2170
Landmark Financial Advisors
Kentucky
$361K -$7.93K -134 -2%
ADMI
2171
Albert D. Mason Inc
Massachusetts
$360K – – –
OEP
2172
Ocean Endowment Partners
Illinois
$359K -$562K -9,500 -59%
BA
2173
Ballast Advisors
Minnesota
$359K -$2.13K -36 -0.5%
MHR
2174
Matthew Hamilton Rosenberg
$359K +$392K +6,629 New
CAC
2175
Certified Advisory Corp
Florida
$358K -$118 -2 -0%