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Name Holding Trade Value Shares
Change
Change in
Stake
BT
1401
Banque Transatlantique
France
$390K
WFI
1402
West Family Investments
California
$390K +$126K +885 +53%
PA
1403
Probity Advisors
Texas
$389K -$857 -6 -0.2%
AFGAS
1404
Allegiance Financial Group Advisory Services
Virginia
$389K +$3.43K +24 +0.9%
EAM
1405
Eukles Asset Management
Ohio
$387K -$19.9K -139 -5%
USB
1406
Union Savings Bank
Connecticut
$387K
SFC
1407
Strategic Financial Concepts
Texas
$386K +$153K +1,073 +73%
SIG
1408
Sargent Investment Group
Maryland
$385K +$1.43K +10 +0.4%
SP
1409
Successful Portfolios
Florida
$385K -$143 -1 -0%
DTC
1410
Davidson Trust Company
Washington
$384K -$3.57K -25 -1%
SFS
1411
Stiles Financial Services
Minnesota
$384K -$77.9K -545 -18%
KW
1412
KWB Wealth
California
$384K -$31K -217 -8%
FFA
1413
Fragasso Financial Advisors
Pennsylvania
$381K +$15.7K +110 +5%
LFA
1414
Legacy Financial Advisors
Kentucky
$381K -$1.02M -7,158 -74%
FI
1415
Fractal Investments
Connecticut
$381K
BHC
1416
Bowen Hanes & Co
Florida
$380K
JRFS
1417
James Reed Financial Services
Ohio
$380K
WTFG
1418
Wells Trecaso Financial Group
Ohio
$379K
BPWM
1419
Badgley Phelps Wealth Managers
Washington
$375K
PT
1420
Plimoth Trust
Massachusetts
$374K -$8.57K -60 -2%
PWM
1421
Paulson Wealth Management
Illinois
$373K
CGA
1422
Crescent Grove Advisors
Illinois
$373K
DAC
1423
Dividend Assets Capital
South Carolina
$373K -$31.3K -219 -8%
HAS
1424
HBW Advisory Services
California
$372K -$70.7K -495 -17%
FI
1425
Finivi Inc
Massachusetts
$370K