Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1476
Members Trust
Florida
$300K +$9.96K +23 +4%
FMP
1477
Financial Management Professionals
Texas
$299K -$14.7K -34 -5%
ALAM
1478
Asahi Life Asset Management
Japan
$298K +$278K +642 New
FC
1479
Financial Consulate
Maryland
$297K +$277K +640 New
OCM
1480
One Capital Management
California
$296K -$28.1K -65 -9%
CIC
1481
Crawford Investment Counsel
Georgia
$295K +$1.73K +4 +0.6%
ACP
1482
Aveo Capital Partners
Colorado
$293K +$30.7K +71 +11%
GG
1483
Greenwood Gearhart
Arkansas
$293K – – –
CCIA
1484
Cherry Creek Investment Advisors
Colorado
$291K – – –
SAM
1485
SignalPoint Asset Management
Missouri
$291K – – –
FHA
1486
Flagship Harbor Advisors
Massachusetts
$291K -$433 -1 -0.2%
TWM
1487
Tradition Wealth Management
Minnesota
$290K +$26.8K +62 +11%
AFA
1488
Alpha Financial Advisors
North Carolina
$290K +$433 +1 +0.2%
FMTC
1489
Farmers & Merchants Trust Company
California
$290K +$4.76K +11 +2%
PP
1490
Paloma Partners
Connecticut
$289K -$297K -685 -52%
HFM
1491
Hartford Funds Management
Pennsylvania
$288K +$268K +620 New
HC
1492
Henshaw Capital
Massachusetts
$287K – – –
MIM
1493
Merrion Investment Management
New Jersey
$286K – – –
TC
1494
Trilogy Capital
California
$286K +$266K +615 New
KA
1495
Kovack Advisors
Florida
$284K +$50.7K +117 +24%
KBFS
1496
Kohmann Bosshard Financial Services
Ohio
$284K +$52.8K +122 +25%
EA
1497
Eclectic Associates
California
$282K – – –
SFWA
1498
Summit Financial Wealth Advisors
Louisiana
$282K – – –
WPP
1499
Whalerock Point Partners
Rhode Island
$282K – – –
BWM
1500
BigSur Wealth Management
Florida
$279K -$13.4K -31 -5%