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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2251
Lakeside Advisors
Washington
$256K – – –
LD
2252
Lipe & Dalton
New York
$256K – – –
KF
2253
Krilogy Financial
Missouri
$255K -$38.5K -116 -11%
EBA
2254
Eagle Bay Advisors
New York
$255K -$663 -2 -0.2%
MCA
2255
Millennium Capital Advisors
Arkansas
$253K -$8.29K -25 -3%
CAI
2256
Capital Advisors Inc
Oklahoma
$252K -$96.1K -290 -25%
MCWA
2257
Meadow Creek Wealth Advisors
Georgia
$252K -$18.2K -55 -6%
CP
2258
Coho Partners
Pennsylvania
$252K – – –
GPA
2259
Guerra Pan Advisors
New Jersey
$252K – – –
JWBC
2260
J.W. Burns & Co
New York
$251K – – –
FAG
2261
Fortitude Advisory Group
Washington
$251K +$13.3K +40 +5%
LCM
2262
LVM Capital Management
Michigan
$250K +$7.62K +23 +3%
GWM
2263
GSB Wealth Management
Connecticut
$249K -$16.6K -50 -5%
GAG
2264
GM Advisory Group
New York
$248K -$96.1K -290 -25%
SCA
2265
Stonebridge Capital Advisors
Minnesota
$248K -$39.8K -120 -12%
PL
2266
Parthenon LLC
Kentucky
$247K – – –
Cohen & Steers
2267
Cohen & Steers
New York
$247K +$994 +3 +0.3%
HCA
2268
Heck Capital Advisors
Wisconsin
$245K – – –
GAG
2269
Goodman Advisory Group
Massachusetts
$244K -$30.2K -91 -10%
PFWA
2270
Paces Ferry Wealth Advisors
Georgia
$244K -$6.96K -21 -2%
SHGA
2271
Sand Hill Global Advisors
California
$242K -$9.61K -29 -3%
HA
2272
Hamel Associates
New Jersey
$242K – – –
KSWA
2273
Kathleen S. Wright Associates
Pennsylvania
$241K +$15.2K +46 +6%
FCMT
2274
Founders Capital Management (Texas)
Texas
$239K – – –
TIA
2275
Tiemann Investment Advisors
California
$239K +$41.4K +125 +17%