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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1001
Orion Portfolio Solutions
Nebraska
$299K +$283K +3,496 New
JA
1002
JOYN Advisors
Georgia
$298K -$891 -11 -0.3%
NIA
1003
Northstar Investment Advisors
Colorado
$298K
NB
1004
Northwest Bancshares
Pennsylvania
$295K -$12.2K -150 -4%
MFW
1005
Meristem Family Wealth
Minnesota
$295K +$6.56K +81 +2%
ISL
1006
Ingalls & Snyder LLC
New York
$292K
BWA
1007
Burt Wealth Advisors
Maryland
$291K
ACM
1008
Allred Capital Management
Texas
$289K -$4.86K -60 -2%
AW
1009
Alpha Windward
Massachusetts
$287K
KWA
1010
KCS Wealth Advisory
California
$286K
CAAS
1011
Capital Asset Advisory Services
Michigan
$286K +$304K +3,747 New
CGL
1012
Clarius Group LLC
Washington
$284K +$27.8K +343 +11%
QCG
1013
Quadrant Capital Group
Ohio
$284K +$46.3K +571 +19%
CL
1014
CPWM LLC
Washington
$283K +$35.1K +433 +15%
IAN
1015
Integrated Advisors Network
Texas
$283K +$268K +3,310 New
WIC
1016
Whitegate Investment Counselors
New Hampshire
$282K
RZH
1017
Relyea Zuckerberg Hanson
Connecticut
$281K +$266K +3,285 New
VCA
1018
Verdence Capital Advisors
Maryland
$279K -$5.75K -71 -2%
DWM
1019
Doyle Wealth Management
Florida
$278K -$11.5K -142 -4%
CG
1020
Cutler Group
California
$278K +$264K +3,258 New
CHAM
1021
Clear Harbor Asset Management
Connecticut
$276K +$261K +3,225 New
IP
1022
Investment Partners
Ohio
$275K +$1.05K +13 +0.4%
PVWM
1023
Point View Wealth Management
New Jersey
$274K -$5.1K -63 -2%
BIA
1024
BHK Investment Advisors
Alabama
$272K -$8.1K -100 -3%
BFA
1025
Beaumont Financial Advisors
Massachusetts
$272K +$81 +1 +0%