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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
826
Indie Asset Partners
Indiana
$317K +$41.5K +950 +16%
IFAM
827
Institutional & Family Asset Management
Colorado
$316K -$74.6K -1,707 -19%
CHAM
828
Clear Harbor Asset Management
Connecticut
$313K -$27.1K -620 -8%
FB
829
Fulton Bank
Pennsylvania
$313K +$6.47K +148 +2%
CHJWM
830
Carlton Hofferkamp & Jenks Wealth Management
Texas
$313K +$14.2K +325 +5%
AA
831
Ancora Advisors
Ohio
$313K +$116K +2,654 +61%
BPC
832
Banque Pictet & Cie
Switzerland
$311K
PNAA
833
Pictet North America Advisors
Switzerland
$311K
GA
834
GFS Advisors
Texas
$307K
FCA
835
FLC Capital Advisors
California
$306K
BFIM
836
Beese Fulmer Investment Management
Ohio
$305K +$18.9K +432 +7%
KF
837
Krilogy Financial
Missouri
$304K +$296K +6,776 New
MWA
838
MFA Wealth Advisors
Pennsylvania
$298K +$50.6K +1,158 +21%
NWA
839
Navis Wealth Advisors
New York
$296K +$65.5K +1,500 +29%
GT
840
Glenview Trust
Kentucky
$295K -$7.12K -163 -2%
AFG
841
Albion Financial Group
Utah
$294K +$830 +19 +0.3%
MCM
842
MAI Capital Management
Ohio
$294K +$21.7K +496 +8%
SBH
843
Segall Bryant & Hamill
Illinois
$291K +$284K +6,500 New
WIM
844
Westside Investment Management
California
$285K +$494K +11,300 +27%
SXL
845
Summit X LLC
Missouri
$284K -$21.6K -494 -7%
CAAS
846
Capital Asset Advisory Services
Michigan
$283K -$206K -4,718 -43%
PWPS
847
Pinnacle Wealth Planning Services
Ohio
$283K -$26.7K -612 -9%
EL
848
EMFO LLC
Florida
$277K -$131K -3,000 -33%
DWM
849
Dakota Wealth Management
Florida
$273K -$931K -21,298 -78%
RIA
850
Regal Investment Advisors
Michigan
$272K +$1.53K +35 +0.6%