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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
676
Level Four Advisory Services
Texas
$365K +$15.9K +379 +5%
BPA
677
Beacon Pointe Advisors
California
$364K +$339K +8,052 New
FAM
678
Formidable Asset Management
Ohio
$362K -$11.8K -280 -3%
IRC
679
Investors Research Corp
Georgia
$362K
MGI
680
MayTech Global Investments
New York
$362K +$336K +8,000 New
WAOI
681
Wealth Advisors of Iowa
Iowa
$362K +$336K +8,000 New
DCM
682
Dupont Capital Management
Delaware
$361K -$141K -3,343 -30%
FNT
683
First National Trust
Pennsylvania
$360K +$63.1K +1,500 +23%
APP
684
Alpha Paradigm Partners
Illinois
$360K +$320K +7,615 +2,273%
MWM
685
Meridian Wealth Management
Kentucky
$358K +$84 +2 +0%
MWM
686
Modera Wealth Management
New Jersey
$357K +$332K +7,887 New
PNC
687
Park National Corp
Ohio
$353K -$219K -5,200 -40%
B
688
Bellecapital
Switzerland
$351K -$112K -2,663 -26%
CAG
689
Csenge Advisory Group
Florida
$348K -$70.7K -1,681 -16%
HTC
690
Haverford Trust Company
Pennsylvania
$347K -$123K -2,922 -28%
WWM
691
Western Wealth Management
Colorado
$344K +$320K +7,604 New
NB
692
Northwest Bancshares
Pennsylvania
$343K -$37.8K -900 -11%
FIM
693
Freedom Investment Management
Connecticut
$343K -$14.1K -336 -4%
AWC
694
Adamsbrown Wealth Consultants
Kansas
$341K +$317K +7,541 New
GW
695
GW & Wade
Massachusetts
$340K -$2.23K -53 -0.7%
AIP
696
Almanack Investment Partners
Pennsylvania
$338K +$8.74K +208 +3%
LFA
697
Legacy Financial Advisors
Kentucky
$337K +$6.26K +149 +2%
CI
698
Conning Inc
Connecticut
$336K -$23.5K -558 -7%
MC
699
Moors & Cabot
Massachusetts
$336K +$45.3K +1,078 +17%
FTC
700
Farmers Trust Company
Ohio
$334K -$2.19K -52 -0.7%