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Name Holding Trade Value Shares
Change
Change in
Stake
SAA
851
Southeast Asset Advisors
Georgia
$348K
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$347K -$5.07K -32 -2%
PFA
853
Pathway Financial Advisers
Indiana
$346K +$476 +3 +0.2%
CD
854
Chapin Davis
Maryland
$346K +$18.2K +115 +6%
GD
855
Grandfield & Dodd
New York
$345K -$2.38K -15 -0.8%
LFS
856
Leibman Financial Services
Nebraska
$345K +$315K +1,984 New
EIP
857
Epoch Investment Partners
New York
$343K +$2.54K +16 +0.8%
AAM
858
Auxier Asset Management
Oregon
$341K -$793 -5 -0.3%
AA
859
ALPS Advisors
Colorado
$340K -$17.4K -110 -5%
BCM
860
Brookstone Capital Management
Illinois
$339K +$7.61K +48 +3%
RCAG
861
Rehmann Capital Advisory Group
Michigan
$337K +$59.5K +375 +24%
FWA
862
FSM Wealth Advisors
Ohio
$337K +$634 +4 +0.2%
SPA
863
Sherbrooke Park Advisers
New York
$336K -$627K -3,955 -67%
BRM
864
Boston Research & Management
Massachusetts
$336K
GIA
865
Guyasuta Investment Advisors
Pennsylvania
$335K
PWA
866
Phoenix Wealth Advisors
North Carolina
$332K
EWA
867
EP Wealth Advisors
California
$332K +$75K +473 +33%
AP
868
Appleton Partners
Massachusetts
$331K
PAI
869
Pittenger & Anderson Inc
Nebraska
$326K -$95.1K -600 -24%
RWM
870
Revisor Wealth Management
Ohio
$326K -$185K -1,167 -38%
BMC
871
Beaton Management Company
Massachusetts
$323K
NFSG
872
Newbridge Financial Services Group
Florida
$323K +$143K +900 +94%
RP
873
Rowlandmiller & Partners
Georgia
$321K
VIP
874
Vista Investment Partners
Oklahoma
$320K +$292K +1,841 New
FPAS
875
Focus Partners Advisor Solutions
Missouri
$318K -$5.71K -36 -2%