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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1001
Ameritas Investment Company
Nebraska
$288K -$293K -1,006 -59%
FFA
1002
Founders Financial Alliance
North Carolina
$287K -$6.71K -23 -2%
GT
1003
Glenview Trust
Kentucky
$286K +$4.67K +16 +2%
CI
1004
CX Institutional
Indiana
$286K +$45.8K +157 +19%
VFA
1005
Valeo Financial Advisors
Indiana
$286K +$108K +371 +60%
MFA
1006
Mayflower Financial Advisors
Massachusetts
$283K +$8.75K +30 +3%
WWM
1007
Windsor Wealth Management
Indiana
$281K -$84.6K -290 -23%
BCA
1008
Bay Colony Advisors
Massachusetts
$281K -$29.2K -100 -9%
IFWM
1009
Institute for Wealth Management
Colorado
$281K +$11.1K +38 +4%
DAS
1010
Dynamic Advisor Solutions
Arizona
$281K +$18.4K +63 +7%
Fisher Asset Management
1011
Fisher Asset Management
Washington
$280K -$546K -1,873 -66%
GP
1012
Girard Partners
Pennsylvania
$280K -$37.9K -130 -12%
XWM
1013
Xcel Wealth Management
Florida
$280K – – –
KPCM
1014
Kings Point Capital Management
New York
$280K +$61.8K +212 +28%
DCM
1015
Donaldson Capital Management
Indiana
$279K -$30K -103 -10%
RPWA
1016
Regent Peak Wealth Advisors
Georgia
$279K +$264K +907 New
MIA
1017
MainStreet Investment Advisors
Illinois
$278K +$583 +2 +0.2%
RIA
1018
Realta Investment Advisors
Delaware
$277K +$14.3K +49 +5%
BFPW
1019
BOK Financial Private Wealth
Colorado
$277K +$60.1K +206 +27%
FCCM
1020
First City Capital Management
Georgia
$276K -$292 -1 -0.1%
AFS
1021
Axiom Financial Strategies
Indiana
$275K +$9.04K +31 +3%
MSS
1022
Mitchell Sinkler & Starr
Pennsylvania
$272K – – –
CG
1023
Caprock Group
Idaho
$269K -$139K -476 -34%
NB
1024
Nicolet Bankshares
Wisconsin
$269K – – –
CL
1025
CPWM LLC
Washington
$269K +$4.96K +17 +2%