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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
751
Berkshire Asset Management
Pennsylvania
$279K +$295K +6,084 New
BA
752
BKS Advisors
Michigan
$277K +$76.1K +1,568 +35%
RA
753
RFG Advisory
Alabama
$275K -$26.2K -540 -8%
FBC
754
Fairfield, Bush & Co
Connecticut
$275K -$7.28K -150 -2%
GT
755
Greenleaf Trust
Michigan
$273K +$233K +4,799 +418%
HFS
756
HL Financial Services
Kentucky
$265K -$39.1K -805 -12%
HC
757
Henshaw Capital
Massachusetts
$262K +$2.33K +48 +0.8%
MC
758
Menta Capital
California
$262K -$102K -2,100 -27%
FB
759
Fulton Bank
Pennsylvania
$261K -$6.99K -144 -2%
Mackenzie Financial
760
Mackenzie Financial
Ontario, Canada
$260K +$274K +5,656 New
BHWM
761
Bar Harbor Wealth Management
New Hampshire
$258K -$7.28K -150 -3%
CPA
762
Cowen Prime Advisors
New York
$255K -$131K -2,700 -33%
PL
763
Perpetual Ltd
Australia
$255K – – –
BFG
764
Beacon Financial Group
Texas
$254K -$18.3K -378 -6%
CPA
765
Clear Perspective Advisors
Illinois
$252K +$54.1K +1,115 +26%
BWA
766
BDO Wealth Advisors
Florida
$251K -$280K -5,778 -51%
AAM
767
American Asset Management
Florida
$250K -$66.8K -1,376 -20%
MHS
768
M Holdings Securities
Oregon
$248K -$78.7K -1,622 -23%
GRP
769
Global Retirement Partners
California
$248K +$13.7K +282 +6%
B
770
Bridgeworth
Alabama
$248K +$265K +5,468 New
WAM
771
Wealthspire Advisors (Maryland)
Maryland
$247K +$1.94K +40 +0.7%
IWA
772
Intercontinental Wealth Advisors
Texas
$244K -$5.09K -105 -2%
PCMC
773
Paragon Capital Management (Colorado)
Colorado
$244K +$26.2K +540 +11%
HIC
774
Holderness Investments Company
North Carolina
$242K – – –
CA
775
Calton & Associates
Florida
$241K -$30.3K -625 -11%