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Name Holding Trade Value Shares
Change
Change in
Stake
DF
976
Donoghue Forlines
Massachusetts
$389K +$371K +4,269 New
SF
977
Synovus Financial
Georgia
$389K +$141K +1,622 +61%
HSA
978
HBK Sorce Advisory
Pennsylvania
$387K -$1.91K -22 -0.5%
AIP
979
Almanack Investment Partners
Pennsylvania
$385K
RIA
980
Regal Investment Advisors
Michigan
$385K -$19.8K -227 -5%
BAM
981
BOS Asset Management
Illinois
$383K -$7.57K -87 -2%
FG
982
Fiduciary Group
Georgia
$383K
QWP
983
Quotient Wealth Partners
Texas
$382K -$55K -632 -13%
JCM
984
Jacobi Capital Management
Pennsylvania
$382K +$174 +2 +0%
ACI
985
Alpha Cubed Investments
California
$378K -$96.4K -1,108 -21%
BWL
986
Bogart Wealth LLC
Virginia
$377K -$1.22K -14 -0.3%
WF
987
Welch & Forbes
Massachusetts
$376K +$11.4K +131 +3%
MHR
988
Matthew Hamilton Rosenberg
$375K +$19.9K +229 +6%
VVP
989
Venture Visionary Partners
Ohio
$374K -$53.3K -613 -13%
CBT
990
CoreFirst Bank & Trust
Kansas
$374K
MIM
991
Marco Investment Management
Georgia
$374K
AWA
992
Aaron Wealth Advisors
Illinois
$373K +$39.6K +455 +13%
VBCG
993
Valley Brook Capital Group
Pennsylvania
$372K
KMWM
994
Keudell/Morrison Wealth Management
Oregon
$371K -$116K -1,329 -25%
PCM
995
Parsons Capital Management
Rhode Island
$371K
NGA
996
Naples Global Advisors
Florida
$370K
HNWA
997
Henrickson Nauta Wealth Advisors
Michigan
$369K
HCA
998
Heck Capital Advisors
Wisconsin
$369K -$10.3K -118 -3%
CFP
999
Catalyst Financial Partners
Massachusetts
$369K +$2.26K +26 +0.6%
IFWM
1000
Institute for Wealth Management
Colorado
$368K +$522 +6 +0.1%