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Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
476
Analyst IMS Investment Management Services
Israel
$251K
SWM
477
SeaCrest Wealth Management
New York
$249K -$25.9K -555 -10%
VFA
478
Valeo Financial Advisors
Indiana
$249K -$76K -1,630 -24%
SC
479
SummitTX Capital
Texas
$248K +$240K +5,157 New
PWG
480
Portside Wealth Group
Utah
$248K +$240K +5,152 New
ZF
481
Zhang Financial
Michigan
$247K +$6.06K +130 +3%
DAS
482
Diversify Advisory Services
Utah
$247K +$250K +5,359 New
GBT
483
Grove Bank & Trust
Florida
$242K -$6.53K -140 -3%
ONST
484
Old North State Trust
North Carolina
$241K
EIP
485
Epoch Investment Partners
New York
$241K +$233K +4,996 New
KIM
486
Kestra Investment Management
Texas
$241K +$233K +4,993 New
SC
487
Syon Capital
California
$240K -$135K -2,896 -37%
BB
488
Berkshire Bank
Massachusetts
$240K -$14.8K -318 -6%
EWA
489
EP Wealth Advisors
California
$238K -$298K -6,392 -56%
CAM
490
Cresset Asset Management
Illinois
$236K +$228K +4,896 New
LNB
491
Ledyard National Bank
$235K -$56.4K -1,210 -20%
ST
492
Sentinel Trust
Texas
$235K
FFG
493
Forum Finance Group
$235K +$294K +6,299 New
FFN
494
Focus Financial Network
Minnesota
$234K +$226K +4,856 New
SWP
495
Sagespring Wealth Partners
Tennessee
$232K -$131K -2,812 -37%
LRIA
496
Leonard Rickey Investment Advisors
Washington
$229K -$18K -385 -7%
FGP
497
Foyston, Gordon, & Payne
Ontario, Canada
$229K +$16K +343 +8%
EFS
498
Essex Financial Services
Connecticut
$228K -$25.7K -552 -10%
IFG
499
Independent Financial Group
California
$227K +$11.8K +252 +6%
Lido Advisors
500
Lido Advisors
California
$227K -$22.8K -488 -9%