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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
951
V Wealth Advisors
Kansas
$414K -$23.6K -6,080 -7%
CB
952
CNB Bank
Pennsylvania
$414K +$110K +28,280 +44%
FMLI
953
Fukoku Mutual Life Insurance
Japan
$413K -$155K -40,000 -30%
BSW
954
Buckingham Strategic Wealth
Missouri
$411K -$30K -7,720 -8%
PWAP
955
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$410K +$87.9K +22,640 +33%
NFC
956
Northeast Financial Consultants
Connecticut
$410K +$354K +91,280 New
BJL
957
Brighton Jones LLC
Washington
$409K +$32.4K +8,360 +10%
PMG
958
ProVise Management Group
Florida
$408K -$360K -92,720 -50%
EDRIA
959
Edmonds Duncan Registered Investment Advisors
Kansas
$408K
AIC
960
Archer Investment Corporation
Indiana
$408K +$3.22M +829,000 +1,049%
WP
961
WealthSource Partners
California
$407K -$13.8K -3,560 -4%
AP
962
Appleton Partners
Massachusetts
$403K +$4.04K +1,040 +1%
SVWA
963
Sound View Wealth Advisors
Georgia
$401K -$7.45K -1,920 -2%
LSAG
964
Lake Street Advisors Group
New Hampshire
$399K +$345K +88,800 New
HI
965
Horizon Investments
North Carolina
$398K +$344K +88,720 New
CBU
966
CIBC Bank USA
Illinois
$393K +$339K +87,400 New
AFM
967
Abbot Financial Management
Massachusetts
$391K
ST
968
Spinnaker Trust
Maine
$390K +$338K +87,000 New
GAM
969
Griffin Asset Management
New York
$389K -$256K -66,000 -43%
IP
970
Intellectus Partners
California
$386K -$274K -70,560 -45%
NDSI
971
Newman Dignan & Sheerar Inc
Rhode Island
$383K
IWP
972
Icon Wealth Partners
Texas
$383K +$97K +25,000 +41%
JWBC
973
J.W. Burns & Co
New York
$382K -$26.7K -6,880 -7%
PI
974
Pettee Investors
Connecticut
$382K
COI
975
Capital One Investing
Virginia
$382K +$330K +85,080 New