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Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
TownSquare Capital
Utah
$279K +$35.3K +826 +15%
MFWP
352
Mosaic Family Wealth Partners
Missouri
$279K
BB
353
Bell Bank
North Dakota
$276K
OIA
354
OneDigital Investment Advisors
Kansas
$275K
WLG
355
Williamson Legacy Group
Indiana
$274K +$264K +6,170 New
MG
356
Mather Group
Illinois
$272K +$74K +1,732 +40%
WSCM
357
Wellington Shields Capital Management
New York
$267K
LA
358
Legacy Advisors
Pennsylvania
$263K
FTCM
359
First Trust Capital Management
Illinois
$262K +$251K +5,885 New
MHIC
360
Marble Harbor Investment Counsel
Massachusetts
$260K +$250K +5,850 New
VCAM
361
Van Cleef Asset Management
Ohio
$258K
DWA
362
Douglass Winthrop Advisors
New York
$258K
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$258K
HIP
364
HUB Investment Partners
Texas
$258K -$5.98K -140 -2%
CIA
365
Capital Investment Advisors
Georgia
$256K +$246K +5,760 New
IFG
366
Independent Financial Group
California
$256K +$43 +1 +0%
AFO
367
Allie Family Office
Florida
$254K
PTC
368
Philadelphia Trust Company
Pennsylvania
$250K
SAS
369
Stelac Advisory Services
New York
$245K
LFAS
370
Level Four Advisory Services
Texas
$242K
AAM
371
Augustine Asset Management
Florida
$242K
AGC
372
Aspen Grove Capital
Colorado
$242K
OFA
373
Oak Family Advisors
Illinois
$240K +$299 +7 +0.1%
QPWM
374
Quadrant Private Wealth Management
Pennsylvania
$240K
SC
375
Searle & Co
Connecticut
$240K