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Name Holding Trade Value Shares
Change
Change in
Stake
EF
476
Empowered Funds
Pennsylvania
$248K +$253K +5,252 New
SFS
477
Sowell Financial Services
Arkansas
$247K +$24.8K +514 +11%
FGP
478
Foyston, Gordon, & Payne
Ontario, Canada
$246K -$18.6K -385 -7%
AIIMS
479
Analyst IMS Investment Management Services
Israel
$246K
HSA
480
HBK Sorce Advisory
Pennsylvania
$245K +$4.01K +83 +2%
DADC
481
D.A. Davidson & Co
Montana
$245K +$13.4K +277 +6%
BJL
482
Brighton Jones LLC
Washington
$245K +$4.97K +103 +2%
TCOV
483
Trust Company of Vermont
Vermont
$244K
IAA
484
Independent Advisor Alliance
North Carolina
$240K -$3.09K -64 -1%
ZF
485
Zhang Financial
Michigan
$237K +$1.45K +30 +0.6%
IFG
486
Independent Financial Group
California
$237K -$7.72K -160 -3%
ABLA
487
Alan B. Lancz & Associates
Ohio
$236K -$12.1K -250 -5%
GBT
488
Grove Bank & Trust
Florida
$236K
Lido Advisors
489
Lido Advisors
California
$235K -$33.5K -695 -12%
NI
490
Natural Investments
California
$235K +$8.25K +171 +4%
IG
491
IFS Group
Pennsylvania
$235K +$228K +4,716 New
STA
492
Summit Trail Advisors
New York
$233K +$9.6K +199 +4%
PTC
493
Private Trust Company
Ohio
$232K -$43K -892 -15%
CH
494
Cromwell Holdings
Wyoming
$231K
WCA
495
Whetstone Capital Advisors
Kansas
$231K +$236K +4,891 New
FPL
496
Fortress Private Ledger
North Carolina
$230K +$235K +4,879 New
HWAM
497
Hennion & Walsh Asset Management
New Jersey
$230K -$93.5K -1,937 -28%
KOC
498
Koss-Olinger Consulting
Florida
$230K
ST
499
Sentinel Trust
Texas
$230K +$235K +4,878 New
ONST
500
Old North State Trust
North Carolina
$229K +$3.43K +71 +1%