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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1576
Landmark Financial Advisors
Kentucky
$373K +$29.4K +210 +9%
WA
1577
WealthTrust Axiom
Pennsylvania
$371K
MFW
1578
Mosaic Family Wealth
Missouri
$370K -$96.8K -691 -22%
SOAMC
1579
Spirit of America Management Corp
New York
$369K
MA
1580
MCF Advisors
Kentucky
$367K +$8.4K +60 +2%
CAM
1581
Congress Asset Management
Massachusetts
$366K -$126K -899 -27%
BWM
1582
Buckley Wealth Management
Nevada
$365K -$8.4K -60 -2%
PA
1583
Perennial Advisors
New York
$364K -$2.34M -16,688 -87%
OL
1584
Optas LLC
Texas
$364K +$347K +2,476 New
KFGK
1585
Keystone Financial Group (Kentucky)
Kentucky
$363K -$16K -114 -4%
VIM
1586
Vista Investment Management
Pennsylvania
$363K +$3.36K +24 +1%
PWPS
1587
Pinnacle Wealth Planning Services
Ohio
$363K +$127K +904 +58%
GIA
1588
Gladstone Institutional Advisory
Florida
$359K -$114K -817 -25%
WCWM
1589
Willow Creek Wealth Management
California
$357K
EI
1590
Ethic Inc
New York
$357K +$339K +2,417 New
WCM
1591
Windsor Capital Management
Arizona
$356K +$840 +6 +0.2%
LC
1592
LCNB Corp
Ohio
$355K +$36.8K +263 +12%
IIC
1593
Integrated Investment Consultants
Michigan
$354K -$156K -1,111 -32%
MWM
1594
Merriman Wealth Management
Washington
$354K +$77.9K +556 +30%
DA
1595
Doliver Advisors
Texas
$353K
PWS
1596
Private Wealth Strategies
Ohio
$353K +$335K +2,392 New
CICI
1597
Capital Investment Counsel Inc
North Carolina
$352K -$8.4K -60 -2%
LSAG
1598
Lake Street Advisors Group
New Hampshire
$352K +$54.8K +391 +20%
SAM
1599
S.A. Mason
Michigan
$352K +$334K +2,386 New
RE
1600
RBC Europe
United Kingdom
$350K -$900K -6,423 -73%