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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1751
First Bankers Trust
Kentucky
$732K -$414K -10,209 -36%
BI
1752
Bramshill Investments
Florida
$732K +$729K +17,973 New
FFA
1753
First Foundation Advisors
California
$731K +$32.4K +800 +5%
SDAM
1754
Shulman DeMeo Asset Management
New York
$729K -$32.2K -795 -4%
CL
1755
CSS LLC
Illinois
$728K +$725K +17,870 New
LSIA
1756
LaSalle St. Investment Advisors
Illinois
$726K +$202K +4,968 +39%
PCM
1757
Polymer Capital Management
New York
$725K +$722K +17,790 New
NAS
1758
NWF Advisory Services
California
$724K -$504K -12,415 -41%
UFA
1759
Unify Financial Advisors
Florida
$723K +$720K +17,753 New
LI
1760
LMCG Investments
Massachusetts
$723K +$272K +6,714 +61%
MFF
1761
Michels Family Financial
Texas
$720K +$13.7K +338 +2%
TA
1762
TFB Advisors
Kansas
$718K -$4.38K -108 -0.6%
PWPS
1763
Pinnacle Wealth Planning Services
Ohio
$718K -$19.4K -479 -3%
FCM
1764
Fieldview Capital Management
Michigan
$718K +$715K +17,618 New
IPW
1765
Impact Partnership Wealth
Georgia
$716K +$21.7K +534 +3%
NAS
1766
Nicolet Advisory Services
Wisconsin
$715K -$67.4K -1,661 -8%
JMA
1767
J.M. Arbour
Maine
$713K +$710K +17,513 New
MIC
1768
Means Investment Company
Maine
$712K -$96.4K -2,376 -12%
GFG
1769
Goldstone Financial Group
Illinois
$711K +$51.5K +1,270 +8%
CC
1770
Corsicana & Co
Texas
$709K -$249K -6,135 -26%
RL
1771
Rogco LP
Oklahoma
$708K +$14K +346 +2%
IA
1772
Insight Advisors
Pennsylvania
$708K -$7.42K -183 -1%
WPW
1773
Waldron Private Wealth
Pennsylvania
$707K +$73.6K +1,815 +12%
ML
1774
McAdam LLC
Pennsylvania
$707K -$243 -6 -0%
SSG
1775
Summit Securities Group
New York
$707K +$104K +2,558 +17%