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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1051
Level Four Advisory Services
Texas
$375K -$194K -3,516 -34%
BHIA
1052
Birch Hill Investment Advisors
Massachusetts
$375K -$11.1K -200 -3%
KWMG
1053
King Wealth Management Group
Florida
$374K +$27.8K +504 +8%
WPA
1054
West Paces Advisors
Georgia
$369K -$19.9K -361 -5%
ACI
1055
Alpha Cubed Investments
California
$365K -$1.88K -34 -0.5%
HL
1056
HeadInvest LLC
Maine
$364K – – –
NME
1057
Notis-McConarty Edward
$363K -$5.53K -100 -2%
SCI
1058
S&CO Inc
Massachusetts
$357K – – –
WAM
1059
Wallington Asset Management
Indiana
$357K – – –
NQWM
1060
Northwest Quadrant Wealth Management
Oregon
$357K +$66.3K +1,200 +22%
SC
1061
Saybrook Capital
North Carolina
$356K – – –
ICM
1062
IMS Capital Management
Oregon
$355K -$7.9K -143 -2%
LW
1063
Linscomb Wealth
Texas
$355K -$4.42K -80 -1%
PB
1064
Pinnacle Bancorp
Nebraska
$355K +$352K +6,375 New
EM
1065
Excalibur Management
Massachusetts
$354K +$351K +6,360 New
LAIC
1066
Lederer & Associates Investment Counsel
California
$353K +$4.97K +90 +1%
LNC
1067
Lincoln National Corp
Pennsylvania
$353K +$350K +6,332 New
BFG
1068
Beacon Financial Group
Texas
$351K -$16.6K -300 -5%
HFM
1069
Hartford Financial Management
Connecticut
$351K +$349K +6,310 New
LCM
1070
Leisure Capital Management
California
$348K – – –
WSC
1071
Wellington Shields & Co
New York
$348K +$345K +6,250 New
SA
1072
Strategic Advisors
New York
$344K -$94.9K -1,717 -22%
FAG
1073
Financial Advisory Group
Texas
$339K -$33.2K -601 -9%
CPIG
1074
Chicago Partners Investment Group
Illinois
$339K – – –
ATC
1075
Adirondack Trust Company
New York
$338K -$5.53K -100 -2%