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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
276
Cassady Schiller Wealth Management
Ohio
$2.89K
HIA
277
Harbor Investment Advisory
Maryland
$2.8K
IA
278
IFP Advisors
Florida
$2.78K -$5.59K -301 -73%
CCM
279
Chilton Capital Management
Texas
$2.76K +$2.79K +150 New
HI
280
Harbour Investments
Wisconsin
$2.65K -$1.86K -100 -41%
WTA
281
Washington Trust Advisors
Massachusetts
$2.45K
SIS
282
Sound Income Strategies
Florida
$2.28K -$111 -6 -5%
SC
283
Schubert & Co
Texas
$2.23K +$595 +32 +36%
TCOV
284
Trust Company of Vermont
Vermont
$2.21K
CMP
285
Coston McIsaac & Partners
Maine
$2K
BWL
286
Bogart Wealth LLC
Virginia
$1.84K
CTC
287
Central Trust Company
Missouri
$1.84K
FP
288
Financial Perspectives
Minnesota
$1.84K
NFSG
289
Newbridge Financial Services Group
Florida
$1.84K
TF
290
Tompkins Financial
New York
$1.84K
CFFP
291
Center for Financial Planning
Michigan
$1.79K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$1.66K
SVCP
293
Silicon Valley Capital Partners
California
$1.66K
CB
294
CNB Bank
Pennsylvania
$1.62K
AFG
295
Albion Financial Group
Utah
$1.25K +$1.26K +68 New
PCFFS
296
Pacific Center for Financial Services
California
$1.14K +$1.15K +62 New
AF
297
Advisornet Financial
Minnesota
$1.12K +$167 +9 +17%
RTL
298
Red Tortoise LLC
Georgia
$1.05K
RBC
299
Roble Belko & Company
Pennsylvania
$1K
DI
300
Disciplined Investments
Oklahoma
$976 +$576 +31 +141%