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Name Holding Trade Value Shares
Change
Change in
Stake
AO
251
Advisor OS
Illinois
$257K
WIA
252
World Investment Advisors
California
$255K
WLPWM
253
Walled Lake Planning & Wealth Management
Illinois
$254K
CA
254
Cullinan Associates
Kentucky
$252K
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$250K
DAS
256
Dynamic Advisor Solutions
Arizona
$244K -$29.1K -902 -11%
VWM
257
Venturi Wealth Management
Texas
$239K
1IA
258
1834 Investment Advisors
Wisconsin
$237K
BBHC
259
Brown Brothers Harriman & Co
New York
$235K
HCM
260
Hilton Capital Management
New York
$235K
AFP
261
Ausdal Financial Partners
Iowa
$234K +$227K +7,037 New
SEP
262
Southland Equity Partners
Missouri
$228K
TF
263
Trek Financial
Arizona
$222K +$216K +6,688 New
KA
264
Kozak & Associates
Colorado
$221K
VVP
265
Venture Visionary Partners
Ohio
$220K +$215K +6,650 New
BDWCC
266
B&D White Capital Company
Texas
$219K +$214K +6,612 New
CIC
267
Carnegie Investment Counsel
Ohio
$214K -$38.1K -1,178 -15%
AIP
268
Ahrens Investment Partners
Louisiana
$213K
QPWM
269
Quadrant Private Wealth Management
Pennsylvania
$212K +$207K +6,400 New
CRI
270
Colonial River Investments
Virginia
$208K +$202K +6,263 New
BB
271
Bell Bank
North Dakota
$206K +$200K +6,200 New
LF
272
Lee Financial
Texas
$205K
RJT
273
Raymond James Trust
Florida
$205K +$199K +6,174 New
PP
274
Pegasus Partners
Wisconsin
$202K +$196K +6,078 New
MFA
275
Morling Financial Advisors
California
$201K -$41.2K -1,274 -17%