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Name Holding Trade Value Shares
Change
Change in
Stake
TBT
1376
Texas Bank & Trust
Texas
$346K – – –
PDL
1377
Portfolio Design Labs
California
$345K -$117K -703 -25%
SAM
1378
Strategy Asset Managers
California
$344K +$46.6K +280 +15%
CBT
1379
Crews Bank & Trust
Florida
$344K – – –
FMLI
1380
Fukoku Mutual Life Insurance
Japan
$343K – – –
Edgewood Management
1381
Edgewood Management
Connecticut
$342K -$89K -535 -20%
MCWS
1382
McKinley Carter Wealth Services
West Virginia
$341K -$5.65K -34 -2%
AT
1383
Avalon Trust
New Mexico
$340K -$93.3K -561 -21%
Savvy Advisors Inc
1384
Savvy Advisors Inc
New York
$340K +$115K +694 +51%
RCA
1385
Resonant Capital Advisors
Wisconsin
$340K +$23.4K +141 +7%
AE Wealth Management
1386
AE Wealth Management
Kansas
$340K -$32.3K -194 -9%
Ameritas Advisory Services
1387
Ameritas Advisory Services
Nebraska
$339K -$53.4K -321 -13%
GFP
1388
Gryphon Financial Partners
Ohio
$339K -$7.65K -46 -2%
SIC
1389
Samalin Investment Counsel
New York
$337K +$28.1K +169 +9%
HCM
1390
Howland Capital Management
Massachusetts
$337K -$91.3K -549 -21%
Fenimore Asset Management
1391
Fenimore Asset Management
New York
$336K -$33.3K -200 -9%
EFG
1392
Ethos Financial Group
Pennsylvania
$335K – – –
EFS
1393
Essex Financial Services
Connecticut
$333K +$5.49K +33 +2%
IFWM
1394
Institute for Wealth Management
Colorado
$333K – – –
ANBT
1395
American National Bank & Trust
Texas
$333K -$27.6K -166 -8%
NW
1396
Naviter Wealth
Arkansas
$332K – – –
EverSource Wealth Advisors
1397
EverSource Wealth Advisors
Alabama
$330K +$57K +343 +21%
I
1398
InceptionR
California
$330K +$333K +2,005 New
HAIM
1399
Hunter Associates Investment Management
Pennsylvania
$330K – – –
APA
1400
Astoria Portfolio Advisors
New York
$329K -$24.9K -150 -6%