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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1001
Johanson Financial Advisors
California
$357K -$59K -290 -15%
EWM
1002
Evermay Wealth Management
Virginia
$357K -$20.3K -100 -6%
IIM
1003
Ipswich Investment Management
Massachusetts
$357K
WSFS
1004
Wilmington Savings Fund Society
Delaware
$354K +$5.29K +26 +2%
PAI
1005
Pittenger & Anderson Inc
Nebraska
$348K +$6.1K +30 +2%
CAG
1006
Csenge Advisory Group
Florida
$348K +$328K +1,612 New
RGNCM
1007
R.G. Niederhoffer Capital Management
New York
$346K +$325K +1,600 New
IIA
1008
IPG Investment Advisors
California
$346K -$40.7K -200 -11%
SFP
1009
Shepherd Financial Partners
Massachusetts
$344K +$6.71K +33 +2%
CA
1010
Callahan Advisors
Texas
$340K -$55.9K -275 -15%
WA
1011
Waverly Advisors
Alabama
$338K -$179K -880 -36%
ECM
1012
Element Capital Management
New York
$334K +$314K +1,544 New
ACM
1013
Aviance Capital Management
Florida
$332K +$312K +1,535 New
AHB
1014
Abner Herrman & Brock
New Jersey
$330K +$310K +1,525 New
NA
1015
NewEdge Advisors
Louisiana
$329K +$17.1K +84 +6%
IP
1016
Investment Partners
Ohio
$324K
BWL
1017
Bogart Wealth LLC
Virginia
$323K
EWA
1018
Exencial Wealth Advisors
Oklahoma
$321K -$1.22K -6 -0.4%
MCWS
1019
McKinley Carter Wealth Services
West Virginia
$321K
APP
1020
Avantax Planning Partners
Iowa
$321K +$302K +1,485 New
ST
1021
Sabal Trust
Florida
$319K +$300K +1,474 New
1SB
1022
1ST Source Bank
Indiana
$316K -$52.3K -257 -15%
WAG
1023
Winthrop Advisory Group
Massachusetts
$316K +$74.8K +368 +34%
CA
1024
Cetera Advisors
Colorado
$315K +$18.1K +89 +6%
PAM
1025
Private Asset Management
California
$313K