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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Almanack Investment Partners
Pennsylvania
$338K +$8.74K +208 +3%
LFA
702
Legacy Financial Advisors
Kentucky
$337K +$6.26K +149 +2%
CI
703
Conning Inc
Connecticut
$336K -$23.5K -558 -7%
MC
704
Moors & Cabot
Massachusetts
$336K +$45.3K +1,078 +17%
FTC
705
Farmers Trust Company
Ohio
$334K -$2.19K -52 -0.7%
SA
706
SRH Advisors
Kansas
$333K -$12.6K -300 -4%
TWM
707
TriaGen Wealth Management
California
$332K – – –
AF
708
Advisornet Financial
Minnesota
$332K +$11.9K +284 +4%
MCA
709
Morris Capital Advisors
Pennsylvania
$331K -$10.5K -249 -3%
KPWS
710
Kestra Private Wealth Services
Texas
$331K +$12.4K +296 +4%
TCM
711
Traynor Capital Management
Pennsylvania
$331K +$27.4K +652 +10%
BFC
712
Bedel Financial Consulting
Indiana
$331K +$34.1K +812 +13%
CPA
713
Court Place Advisors
Maryland
$330K -$12.6K -300 -4%
AIC
714
Archer Investment Corporation
Indiana
$324K -$57.1K -1,357 -16%
SFI
715
Siemens Fonds Invest
Germany
$324K -$18.4K -438 -6%
RGF
716
Retirement Guys Formula
Ohio
$322K +$299K +7,111 New
SFA
717
Souders Financial Advisors
Ohio
$321K +$757 +18 +0.3%
GWM
718
Geneos Wealth Management
Colorado
$321K +$3.62K +86 +1%
MA
719
Mutual Advisors
Nebraska
$318K +$37.9K +902 +15%
YMRC
720
Yorktown Management & Research Company
Virginia
$317K – – –
JAG
721
Journey Advisory Group
Kentucky
$317K +$6.31K +150 +2%
DT
722
Diversified Trust
Tennessee
$315K +$30.4K +722 +12%
UB
723
UMB Bank
Missouri
$314K +$292K +6,939 New
SLI
724
Sumitomo Life Insurance
Japan
$311K -$6.98K -166 -2%
VFA
725
Valeo Financial Advisors
Indiana
$306K +$3.87K +92 +1%