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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1526
Sawgrass Asset Management
Florida
$373K -$17.8M -103,100 -98%
BI
1527
Ballast Inc
Kentucky
$373K – – –
RWM
1528
Ritholtz Wealth Management
New York
$371K -$83.2K -483 -19%
CT
1529
CPF Texas
Texas
$370K – – –
AFP
1530
Ausdal Financial Partners
Iowa
$369K -$120K -699 -25%
AC
1531
Addison Capital
Pennsylvania
$369K – – –
IAMOG
1532
Investors Asset Management of Georgia
Georgia
$369K – – –
MWM
1533
Merriman Wealth Management
Washington
$369K +$10.3K +60 +3%
ANB
1534
Amarillo National Bank
Texas
$367K +$359K +2,082 New
LSAG
1535
Lake Street Advisors Group
New Hampshire
$365K -$188K -1,093 -35%
KFA
1536
Kelleher Financial Advisors
New York
$364K – – –
PV
1537
Private Vista
Illinois
$362K +$49.1K +285 +16%
TFA
1538
Toth Financial Advisory
Virginia
$362K +$119K +688 +50%
NJBEST
1539
New Jersey Better Educational Savings Trust
New Jersey
$358K +$350K +2,033 New
CBA
1540
Coastal Bridge Advisors
Connecticut
$357K +$689 +4 +0.2%
VNB
1541
Virginia National Bank
Virginia
$355K +$347K +2,015 New
SIA
1542
Starfire Investment Advisers
Michigan
$354K -$163K -948 -32%
SMFS
1543
Squar Milner Financial Services
California
$354K -$30K -174 -8%
CB
1544
CNB Bank
Pennsylvania
$353K – – –
KFP
1545
Keystone Financial Planning
Ohio
$353K – – –
PP
1546
PDS Planning
Ohio
$353K +$34.6K +201 +11%
FNT
1547
First Nebraska Trust
Nebraska
$352K – – –
DAM
1548
Doheny Asset Management
California
$351K -$103K -598 -23%
CRWM
1549
Castle Rock Wealth Management
California
$351K -$2.24K -13 -0.6%
EIG
1550
Ellenbecker Investment Group
Wisconsin
$351K +$1.21K +7 +0.4%