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Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
Montag & Associates
Georgia
$257K -$51K -375 -16%
NVCHI
852
New Vernon Capital Holdings II
New Jersey
$257K +$37.5K +276 +17%
AA
853
AlphaCentric Advisors
Puerto Rico
$256K -$244K -1,798 -48%
GAM
854
Griffin Asset Management
New York
$255K -$3.4K -25 -1%
BRM
855
Boston Research & Management
Massachusetts
$255K – – –
GIA
856
Guyasuta Investment Advisors
Pennsylvania
$254K – – –
VWM
857
Vigilare Wealth Management
Arizona
$253K -$53.3K -392 -17%
BJL
858
Brighton Jones LLC
Washington
$253K +$261K +1,923 New
EDRIA
859
Edmonds Duncan Registered Investment Advisors
Kansas
$253K – – –
GI
860
Gradient Investments
Minnesota
$252K +$4.62K +34 +2%
AG
861
AIA Group
Hong Kong
$251K -$1.19M -8,786 -82%
ITIM
862
Indiana Trust & Investment Management
Indiana
$251K +$679 +5 +0.3%
ONST
863
Old North State Trust
North Carolina
$251K +$16K +118 +7%
WBCM
864
Wilson & Boucher Capital Management
California
$250K – – –
AP
865
Appleton Partners
Massachusetts
$250K – – –
BHWA
866
Beacon Harbor Wealth Advisors
Virginia
$250K +$258K +1,900 New
PWA
867
Phoenix Wealth Advisors
North Carolina
$250K – – –
HH
868
Hilltop Holdings
Texas
$249K -$273K -2,008 -52%
AFP
869
Alpha Financial Partners
Kentucky
$246K +$254K +1,867 New
OQS
870
Occudo Quantitative Strategies
Florida
$245K +$253K +1,858 New
CA
871
Calton & Associates
Florida
$244K +$252K +1,853 New
IAS
872
Insigneo Advisory Services
Florida
$244K +$250K +1,841 New
MAM
873
MMA Asset Management
Pennsylvania
$244K +$251K +1,850 New
AG
874
Ascent Group
Virginia
$244K -$13.5K -99 -5%
BW
875
Bison Wealth
Georgia
$243K +$198K +1,460 New