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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
726
Independent Advisor Alliance
North Carolina
$249K -$552K -7,076 -70%
AL
727
Aspiriant LLC
California
$249K -$61.5K -788 -21%
AAS
728
Avantax Advisory Services
Texas
$248K -$12.6K -161 -5%
HB
729
Homrich & Berg
Georgia
$248K +$1.64K +21 +0.7%
CAG
730
Crestwood Advisors Group
Massachusetts
$248K +$237K +3,035 New
ACA
731
Aptus Capital Advisors
Alabama
$246K +$235K +3,018 New
DOA
732
D'Orazio & Associates
Virginia
$243K
CFB
733
Cullen/Frost Bankers
Texas
$241K +$230K +2,952 New
ATPW
734
Ashton Thomas Private Wealth
Arizona
$240K +$229K +2,936 New
FHB
735
First Hawaiian Bank
Hawaii
$240K -$6.86K -88 -3%
IFWM
736
Institute for Wealth Management
Colorado
$239K +$227K +2,916 New
ITIM
737
Indiana Trust & Investment Management
Indiana
$239K +$228K +2,922 New
FFA
738
Fragasso Financial Advisors
Pennsylvania
$237K -$12.4K -159 -5%
NCM
739
Neumann Capital Management
California
$236K +$225K +2,889 New
WCM
740
Weik Capital Management
Pennsylvania
$235K +$224K +2,867 New
CP
741
Camelot Portfolios
Ohio
$233K -$93.7K -1,201 -30%
ONB
742
Old National Bancorp
Indiana
$233K -$24.8K -318 -10%
BAM
743
Berkshire Asset Management
Pennsylvania
$232K -$60.8K -779 -22%
CG
744
Cutler Group
California
$232K -$24.3K -311 -10%
PFS
745
Physicians Financial Services
North Carolina
$230K +$219K +2,813 New
SCM
746
Silvant Capital Management
Georgia
$226K
DY
747
Dowling & Yahnke
California
$221K +$211K +2,701 New
SFA
748
Sequoia Financial Advisors
Ohio
$220K +$210K +2,689 New
CCMD
749
Cypress Capital Management (Delaware)
Delaware
$217K +$206K +2,647 New
PP
750
Paloma Partners
Connecticut
$216K -$3.71M -47,581 -95%