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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
801
Brookstone Capital Management
Illinois
$317K -$210K -842 -39%
LIM
802
Leavell Investment Management
Alabama
$311K -$17.7K -71 -5%
ACA
803
Anchor Capital Advisors
Massachusetts
$310K
PTC
804
Philadelphia Trust Company
Pennsylvania
$310K +$316K +1,265 New
FA
805
FDx Advisors
Illinois
$308K -$20K -80 -6%
SWA
806
Stratos Wealth Advisors
Ohio
$307K -$12.5K -50 -4%
DCM
807
Donaldson Capital Management
Indiana
$307K +$45.5K +182 +17%
FAAS
808
First Allied Advisory Services
California
$305K +$89.2K +357 +40%
RIM
809
Regent Investment Management
Kentucky
$302K
AC
810
Alexandria Capital
Virginia
$299K -$7.25K -29 -2%
UB
811
UMB Bank
Missouri
$296K -$19K -76 -6%
CCT
812
Country Club Trust
Missouri
$296K
MIC
813
Meridian Investment Counsel
California
$295K
SBWM
814
Sunflower Bank Wealth Management
Arizona
$294K
HBT
815
Hills Bank & Trust
Iowa
$293K
Capstone Investment Advisors
816
Capstone Investment Advisors
New York
$291K -$255K -1,021 -46%
AAP
817
Arax Advisory Partners
Colorado
$290K +$500 +2 +0.2%
LSAG
818
Lake Street Advisors Group
New Hampshire
$290K +$17.2K +69 +6%
AIM
819
Axiom Investment Management
New York
$289K -$1.77M -7,086 -86%
AFG
820
Albion Financial Group
Utah
$287K
IBOK
821
Independence Bank of Kentucky
Kentucky
$286K
AWM
822
AE Wealth Management
Kansas
$283K +$22.2K +89 +8%
SICM
823
Sustainable Insight Capital Management
New York
$270K
DWM
824
Dorchester Wealth Management
Quebec, Canada
$269K
SIAS
825
Shine Investment Advisory Services
Colorado
$268K