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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
951
Adell Harriman & Carpenter
Texas
$279K
HNWAG
952
High Net Worth Advisory Group
Florida
$279K +$20.1K +300 +8%
RVPG
953
Relative Value Partners Group
$278K +$1.21K +18 +0.5%
GMA
954
Glassy Mountain Advisors
Maryland
$277K -$42.1K -628 -14%
ONB
955
Old National Bancorp
Indiana
$276K -$43.9K -655 -14%
GL
956
Graypoint LLC
New York
$276K +$52K +776 +25%
DA
957
Denali Advisors
California
$275K -$208K -3,104 -44%
Envestnet Portfolio Solutions
958
Envestnet Portfolio Solutions
Illinois
$274K -$234K -3,484 -47%
FNT
959
First Nebraska Trust
Nebraska
$274K
BP
960
Ballentine Partners
Massachusetts
$274K +$262K +3,905 New
PWP
961
Principle Wealth Partners
Connecticut
$273K -$140K -2,084 -35%
MW
962
Melia Wealth
Oklahoma
$268K +$256K +3,822 New
RIA
963
Regal Investment Advisors
Michigan
$268K -$54.7K -816 -18%
SEEDPG
964
S.E.E.D. Planning Group
New York
$268K +$67 +1 +0%
FW
965
FirstPurpose Wealth
Utah
$267K -$938 -14 -0.4%
NC
966
NBW Capital
Massachusetts
$266K +$670 +10 +0.3%
KDA
967
Kraft Davis & Associates
Missouri
$266K
CFD
968
Creative Financial Designs
Indiana
$266K -$31.6K -471 -11%
MCM
969
Mattern Capital Management
Colorado
$265K
PGF
970
Plan Group Financial
Oklahoma
$264K -$138K -2,061 -35%
FTA
971
Financial & Tax Architects
Missouri
$264K +$252K +3,755 New
WP
972
WealthSource Partners
California
$263K -$34.7K -518 -12%
SMH
973
Sanders Morris Harris
Texas
$263K -$763K -11,379 -75%
ADMI
974
Albert D. Mason Inc
Massachusetts
$261K -$2.41K -36 -1%
DJSG
975
D.J. St. Germain
Massachusetts
$261K +$13.7K +205 +6%