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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1301
Beacon Financial Group
Texas
$348K -$297K -2,167 -50%
SSG
1302
Summit Securities Group
New York
$346K -$41.2K -300 -12%
EIA
1303
Eastover Investment Advisors
North Carolina
$345K
WKWM
1304
Walter & Keenan Wealth Management
Indiana
$344K -$95.2K -694 -24%
AIM
1305
AIA Investment Management
Singapore
$344K +$82.2K +599 +38%
OWA
1306
One Wealth Advisors
California
$343K -$24.3K -177 -8%
RP
1307
Rowlandmiller & Partners
Georgia
$342K -$110K -800 -18%
BIM
1308
Bridgecreek Investment Management
Oklahoma
$341K
WA
1309
Wealth Architects
California
$340K +$6.31K +46 +2%
W
1310
WealthStone
Ohio
$339K -$141K -1,026 -32%
PWMAG
1311
Pinnacle Wealth Management Advisory Group
New Jersey
$339K -$18.4K -134 -6%
SCM
1312
Stonebridge Capital Management
California
$338K
GFP
1313
Gryphon Financial Partners
Ohio
$338K +$294K +2,143 New
FHC
1314
First Heartland Consultants
Missouri
$337K +$137 +1 +0%
GIA
1315
Gladstone Institutional Advisory
Florida
$336K +$61.6K +449 +27%
BBA
1316
Braun-Bostich & Associates
Pennsylvania
$335K -$288K -2,097 -50%
AIA
1317
Arbor Investment Advisors
North Carolina
$335K
IBOK
1318
Independence Bank of Kentucky
Kentucky
$334K -$3.43K -25 -1%
SBSB
1319
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K
AF
1320
Arrow Financial
New York
$333K
HFAS
1321
Hummer Financial Advisory Services
Illinois
$331K
PI
1322
Pettee Investors
Connecticut
$331K
HR
1323
Hayden Royal
North Carolina
$329K -$57.6K -420 -17%
H
1324
HoyleCohen
California
$329K
Walleye Capital
1325
Walleye Capital
New York
$329K +$287K +2,089 New