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Name Holding Trade Value Shares
Change
Change in
Stake
WP
951
WealthSource Partners
California
$387K +$456K +5,475 New
SGI
952
Summit Global Investments
Utah
$385K +$1.5K +18 +0.3%
EAM
953
Empirical Asset Management
Massachusetts
$384K
GLA
954
Good Life Advisors
Pennsylvania
$383K -$7.91K -95 -2%
MNBTD
955
Moody National Bank Trust Division
Texas
$380K +$44.6K +535 +11%
DGAM
956
Desjardins Global Asset Management
Quebec, Canada
$378K
RIM
957
Regent Investment Management
Kentucky
$378K +$446K +5,350 New
ISWM
958
Independent Solutions Wealth Management
New York
$378K +$133K +1,601 +43%
CT
959
Clearstead Trust
Maine
$377K +$444K +5,328 New
DA
960
DCM Advisors
New York
$375K -$134K -1,605 -23%
LC
961
LCNB Corp
Ohio
$375K
XF
962
XML Financial
Maryland
$375K +$441K +5,296 New
BMWM
963
Brown Miller Wealth Management
Virginia
$374K
RWM
964
Ritholtz Wealth Management
New York
$373K +$113K +1,352 +35%
WC
965
Weil Company
California
$372K
WCWM
966
Willow Creek Wealth Management
California
$372K
AIA
967
Arrow Investment Advisors
Maryland
$372K +$439K +5,268 New
WTB
968
Washington Trust Bank
Washington
$371K +$26.6K +319 +6%
CYG
969
Clean Yield Group
Vermont
$369K
HWMG
970
Hurlow Wealth Management Group
Indiana
$368K -$9.99K -120 -2%
SFS
971
Stiles Financial Services
Minnesota
$367K -$20.6K -247 -5%
RA
972
RFG Advisory
Alabama
$365K +$3.33K +40 +0.9%
ICM
973
IMS Capital Management
Oregon
$365K +$20K +240 +5%
SW
974
Solidarity Wealth
Utah
$363K -$1.08K -13 -0.3%
PA
975
PFG Advisors
Arizona
$361K -$93.5K -1,123 -18%