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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
976
Michael J. Puzo
$369K -$67.3K -975 -16%
FSA
977
Franklin Street Advisors
North Carolina
$369K +$108K +1,567 +45%
OFG
978
OmniStar Financial Group
North Carolina
$369K -$1.24K -18 -0.4%
WA
979
WealthTrust Axiom
Pennsylvania
$366K
PCS
980
Personal CFO Solutions
New Jersey
$366K -$63.7K -923 -16%
ATWA
981
Arbor Trust Wealth Advisors
Michigan
$362K
TWP
982
Tyche Wealth Partners
Texas
$361K +$340K +4,932 New
MIA
983
MeadowBrook Investment Advisors
Michigan
$361K +$340K +4,930 New
CIA
984
Compass Ion Advisors
Pennsylvania
$359K +$26K +376 +8%
MFG
985
Merit Financial Group
Georgia
$357K -$18.6K -269 -5%
BMWM
986
Brown Miller Wealth Management
Virginia
$353K
FNBOMD
987
First National Bank of Mount Dora
Florida
$353K -$32.2K -466 -9%
GFP
988
Gryphon Financial Partners
Ohio
$352K +$118K +1,710 +55%
SCM
989
Spreng Capital Management
Ohio
$352K -$53.5K -775 -14%
CST
990
Charles Schwab Trust
Nevada
$351K -$16.6K -240 -5%
LSC
991
Lesa Sroufe & Co
Washington
$350K
TCOT
992
Trust Company of Toledo
Ohio
$349K -$12.1K -176 -4%
TFS
993
Thoroughbred Financial Services
Tennessee
$348K -$36K -521 -10%
NWM
994
Northcape Wealth Management
New York
$346K -$9.66K -140 -3%
LIM
995
Leavell Investment Management
Alabama
$345K -$5.59K -81 -2%
CGL
996
Clarius Group LLC
Washington
$345K -$6.35K -92 -2%
CPSC
997
Carl P. Sherr & Co
Massachusetts
$345K -$63.4K -918 -16%
SP
998
Systematic Portfolios
New York
$343K +$324K +4,697 New
SAM
999
Shell Asset Management
Netherlands
$343K -$583K -8,440 -64%
UAML
1000
US Asset Management LLC
Pennsylvania
$342K +$323K +4,674 New