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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1001
Global Strategic Investment Solutions
Arizona
$260K -$2.51K -60 -1%
JBA
1002
Johnson Bixby & Associates
Washington
$259K – – –
ACA
1003
Aptus Capital Advisors
Alabama
$258K +$222K +5,320 New
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$256K – – –
SIA
1005
Sit Investment Associates
Minnesota
$255K -$20.9K -500 -9%
PVI
1006
Pine Valley Investments
New Jersey
$255K +$219K +5,250 New
AC
1007
Allstate Corporation
Illinois
$255K – – –
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$252K -$9.61K -230 -4%
AIM
1009
AHL Investment Management
Florida
$248K -$18.8K -450 -8%
JWBC
1010
John W. Bristol & Co
New York
$248K – – –
BFM
1011
Boothbay Fund Management
New York
$245K -$140K -3,340 -40%
QPWM
1012
Quadrant Private Wealth Management
Pennsylvania
$244K – – –
PPC
1013
Park Place Capital
Alabama
$243K -$10.4K -250 -5%
CPA
1014
Court Place Advisors
Maryland
$243K +$209K +5,000 New
LCM
1015
Lewis Capital Management
California
$243K +$209K +5,000 New
WSCM
1016
Wellington Shields Capital Management
New York
$243K +$209K +5,000 New
VA
1017
Valmark Advisers
Ohio
$242K -$6.27K -150 -3%
LWM
1018
LJI Wealth Management
Indiana
$242K +$208K +4,990 New
CWP
1019
Concord Wealth Partners
Virginia
$240K +$103K +2,460 +99%
TA
1020
TruWealth Advisors
Louisiana
$240K +$206K +4,940 New
WF
1021
Welch & Forbes
Massachusetts
$237K +$204K +4,880 New
CBA
1022
Coastal Bridge Advisors
Connecticut
$236K +$203K +4,860 New
ESCM
1023
Echo Street Capital Management
New York
$233K -$660K -15,800 -77%
JAG
1024
Journey Advisory Group
Kentucky
$233K +$201K +4,810 New
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$233K +$201K +4,800 New