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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
826
Dorsey & Whitney Trust
South Dakota
$238K +$637 +4 +0.3%
TFA
827
Teamwork Financial Advisors
Texas
$238K +$221K +1,387 New
RIA
828
Realta Investment Advisors
Delaware
$237K -$27.1K -170 -11%
JIC
829
Joel Isaacson & Co
New York
$232K -$8.76K -55 -4%
CIA
830
Choate Investment Advisors
Massachusetts
$232K – – –
EW
831
Evoke Wealth
California
$232K +$27.1K +170 +14%
CFS
832
CRA Financial Services
New Jersey
$231K +$214K +1,342 New
CCFM
833
Clear Creek Financial Management
Washington
$227K -$14.7K -92 -7%
NFG
834
Nations Financial Group
Iowa
$227K – – –
RBFC
835
Roman Butler Fullerton & Co
Missouri
$227K +$210K +1,319 New
SCM
836
Spreng Capital Management
Ohio
$226K -$194K -1,217 -48%
EWA
837
Evolution Wealth Advisors
Florida
$226K – – –
BS
838
Boenning & Scattergood
Pennsylvania
$226K +$15.3K +96 +8%
EWM
839
Empirical Wealth Management
Washington
$226K +$209K +1,315 New
ML
840
McAdam LLC
Pennsylvania
$226K +$210K +1,316 New
BFIM
841
Beese Fulmer Investment Management
Ohio
$225K +$209K +1,311 New
QPW
842
Quantum Private Wealth
Florida
$224K +$208K +1,305 New
FCM
843
Fortis Capital Management
Washington
$220K +$204K +1,279 New
BSW
844
Buckingham Strategic Wealth
Missouri
$219K -$149K -935 -42%
CCM
845
Coldstream Capital Management
Washington
$217K -$34.6K -217 -15%
CB
846
CNB Bank
Pennsylvania
$215K +$17.5K +110 +10%
LDFR
847
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$199K +1,250 New
SGA
848
Seaport Global Advisors
Massachusetts
$210K -$210K -1,319 -52%
DP
849
DDD Partners
Washington
$210K +$195K +1,223 New
ECM
850
Evergreen Capital Management
Washington
$209K +$194K +1,215 New
32 33
34
35 36