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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
551
Regal Investment Advisors
Michigan
$278K -$18.7K -293 -7%
PTC
552
Private Trust Company
Ohio
$276K +$258K +4,043 New
BCI
553
Brinker Capital Investments
Pennsylvania
$275K +$61.6K +966 +32%
LA
554
Legacy Advisors
Pennsylvania
$273K -$255K -4,000 -50%
LOAME
555
Lombard Odier Asset Management (Europe)
United Kingdom
$273K – – –
CCM
556
Cadence Capital Management
Massachusetts
$271K -$76.5K -1,199 -23%
KB
557
Kimelman & Baird
New York
$269K – – –
NSEDCP
558
NJ State Employees Deferred Compensation Plan
New Jersey
$269K – – –
MA
559
Mutual Advisors
Nebraska
$262K +$244K +3,829 New
AWP
560
Ascent Wealth Partners
New York
$261K -$25.6K -401 -10%
LC
561
Lindbrook Capital
California
$261K – – –
BHWM
562
Bay Harbor Wealth Management
Maryland
$259K -$4.78K -75 -2%
WOC
563
West Oak Capital
California
$258K +$23.9K +375 +11%
WA
564
WBH Advisory
Maryland
$257K +$1.98K +31 +0.8%
GHAM
565
Gilman Hill Asset Management
Connecticut
$256K – – –
LNC
566
Lincoln National Corp
Pennsylvania
$255K +$238K +3,730 New
DLG
567
Daniel L. Goodwin
$253K – – –
FFA
568
Fragasso Financial Advisors
Pennsylvania
$253K +$236K +3,704 New
GVAG
569
Great Valley Advisor Group
Delaware
$252K +$18.5K +290 +9%
SPIA
570
Steward Partners Investment Advisory
New York
$251K +$235K +3,685 New
SL
571
Summitry LLC
California
$247K – – –
HI
572
Horizon Investments
North Carolina
$244K +$228K +3,568 New
CC
573
Chicago Capital
Illinois
$242K – – –
CHP
574
Cable Hill Partners
Oregon
$240K -$194K -3,039 -46%
CWS
575
Cypress Wealth Services
California
$240K -$43.7K -685 -16%