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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
976
Flagship Harbor Advisors
Massachusetts
$373K -$2.75K -34 -0.7%
GRP
977
Global Retirement Partners
California
$370K +$3.47K +43 +0.9%
ISWM
978
Independent Solutions Wealth Management
New York
$369K -$41.8K -517 -10%
LFAS
979
Level Four Advisory Services
Texas
$369K +$29.6K +367 +8%
SSWM
980
Smith Salley Wealth Management
North Carolina
$365K -$2.5K -31 -0.6%
HCMT
981
Highland Capital Management (Tennessee)
Tennessee
$365K -$96.9K -1,200 -20%
LSC
982
Lesa Sroufe & Co
Washington
$365K
ECM
983
Elgethun Capital Management
South Dakota
$364K +$2.1K +26 +0.5%
CCMG
984
Clark Capital Management Group
Pennsylvania
$362K -$205K -2,540 -35%
UAML
985
US Asset Management LLC
Pennsylvania
$361K +$381K +4,717 New
FNBOMD
986
First National Bank of Mount Dora
Florida
$360K -$25.2K -312 -6%
TCOT
987
Trust Company of Toledo
Ohio
$359K -$162 -2 -0%
T
988
TCWP
Ohio
$356K -$242 -3 -0.1%
SS
989
Simplicity Solutions
Minnesota
$353K +$6.63K +82 +2%
S
990
SimplyRich
California
$352K
CCB
991
Country Club Bank
Missouri
$350K
MFG
992
Merit Financial Group
Georgia
$350K +$9.7K +120 +3%
TFM
993
Trian Fund Management
New York
$347K -$580M -7,173,000 -100%
GA
994
Geller Advisors
New York
$346K -$4.04K -50 -1%
CA
995
CSM Advisors
Pennsylvania
$346K
NRA
996
NSI Retail Advisors
Pennsylvania
$346K
BCI
997
Brinker Capital Investments
Pennsylvania
$345K +$25.8K +319 +8%
OC
998
Oakworth Capital
Alabama
$345K -$3.64K -45 -1%
FI
999
Fosun International
China
$344K -$92.9K -1,150 -20%
STA
1000
Summit Trail Advisors
New York
$344K -$33.4K -413 -8%