Name Holding Trade Value Shares
Change
Change in
Stake
JRFS
1426
James Reed Financial Services
Ohio
$359K – – –
HWA
1427
Heritage Wealth Architects
Minnesota
$359K -$19.7K -124 -5%
PA
1428
Probity Advisors
Texas
$358K -$159 -1 -0%
AO
1429
Advisor OS
Illinois
$356K -$28K -176 -7%
AIM
1430
Alhambra Investment Management
Florida
$356K +$22.8K +143 +6%
DWM
1431
Dynasty Wealth Management
Florida
$356K -$59.4K -373 -13%
CGA
1432
Crescent Grove Advisors
Illinois
$355K – – –
MTC
1433
McDaniel Terry & Co
Texas
$355K -$31.8K -200 -8%
RZH
1434
Relyea Zuckerberg Hanson
Connecticut
$355K -$368K -2,308 -49%
RFA
1435
Register Financial Advisors
Georgia
$354K – – –
FI
1436
Finivi Inc
Massachusetts
$354K -$159 -1 -0%
GIP
1437
Granite Investment Partners
California
$354K -$33.8K -212 -8%
WG
1438
Welch Group
Alabama
$354K +$128K +801 +49%
ISL
1439
Ingalls & Snyder LLC
New York
$353K – – –
Kayne Anderson Rudnick Investment Management
1440
Kayne Anderson Rudnick Investment Management
California
$352K -$1.11K -7 -0.3%
LF
1441
Lantz Financial
Illinois
$352K -$2.55K -16 -0.7%
CI
1442
Conning Inc
Connecticut
$351K -$55.6K -349 -13%
NAS
1443
NWF Advisory Services
California
$350K -$15.8K -99 -4%
IF
1444
Intrua Financial
Texas
$350K +$478 +3 +0.1%
GWM
1445
Greenwich Wealth Management
Connecticut
$349K – – –
BIA
1446
Bigelow Investment Advisors
Maine
$348K – – –
GIA
1447
GHP Investment Advisors
Colorado
$347K +$318 +2 +0.1%
PT
1448
Plimoth Trust
Massachusetts
$346K +$3.5K +22 +0.9%
WPW
1449
Waldron Private Wealth
Pennsylvania
$345K -$5.73K -36 -1%
ANTB
1450
AMG National Trust Bank
Colorado
$343K +$39.8K +250 +12%