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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
851
Marble Harbor Investment Counsel
Massachusetts
$406K -$36.6K -200 -9%
FFA
852
Founders Financial Alliance
North Carolina
$405K +$366 +2 +0.1%
GWANC
853
Guardian Wealth Advisors (North Carolina)
North Carolina
$404K +$8.22K +45 +2%
VRM
854
Vectors Research Management
New York
$399K – – –
CC
855
Courier Capital
New York
$399K – – –
HH
856
Hilltop Holdings
Texas
$398K -$30.2K -165 -8%
WG
857
Wealth Group
North Carolina
$398K +$367K +2,009 New
LOPW
858
Live Oak Private Wealth
North Carolina
$396K – – –
SAA
859
Southeast Asset Advisors
Georgia
$396K – – –
WSC
860
Wellington Shields & Co
New York
$396K – – –
HWM
861
Hemington Wealth Management
Virginia
$393K +$362K +1,983 New
GD
862
Grandfield & Dodd
New York
$393K – – –
LFS
863
Leibman Financial Services
Nebraska
$393K – – –
PCA
864
Prosperity Capital Advisors
Ohio
$390K +$101K +552 +39%
DAS
865
Dynamic Advisor Solutions
Arizona
$387K +$38.9K +213 +12%
AAM
866
Auxier Asset Management
Oregon
$386K -$731 -4 -0.2%
CGL
867
Clarius Group LLC
Washington
$385K -$14.1K -77 -4%
PWA
868
Prairie Wealth Advisors
Nebraska
$384K +$354K +1,935 New
BRM
869
Boston Research & Management
Massachusetts
$383K – – –
EIP
870
Epoch Investment Partners
New York
$380K -$9.14K -50 -3%
ONST
871
Old North State Trust
North Carolina
$377K +$348K +1,905 New
FWA
872
FSM Wealth Advisors
Ohio
$376K -$5.85K -32 -2%
PWA
873
Phoenix Wealth Advisors
North Carolina
$375K – – –
AA
874
ALPS Advisors
Colorado
$372K -$13.9K -76 -4%
FFA
875
Farther Finance Advisors
California
$372K +$29.1K +159 +9%