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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
976
Cerity Partners OCIO
New York
$286K +$47.9K +473 +20%
DJSG
977
D.J. St. Germain
Massachusetts
$285K +$281K +2,780 New
IFWM
978
Institute for Wealth Management
Colorado
$285K +$283K +2,800 New
SMC
979
Smith, Moore & Co
Missouri
$284K +$101 +1 +0%
FHA
980
Flagship Harbor Advisors
Massachusetts
$282K -$3.75K -37 -1%
PAMG
981
Patton Albertson Miller Group
Tennessee
$281K -$10.1K -100 -4%
UBWV
982
United Bank (West Virginia)
West Virginia
$280K -$310K -3,061 -53%
GIM
983
Goelzer Investment Management
Indiana
$280K -$153K -1,509 -36%
Carson Wealth (CWM LLC)
984
Carson Wealth (CWM LLC)
Nebraska
$280K -$6.88K -68 -2%
KLWA
985
Kelly Lawrence W & Associates
California
$278K
LC
986
Lincoln Capital
Nebraska
$278K
SCM
987
Salem Capital Management
Massachusetts
$277K
QCG
988
Quadrant Capital Group
Ohio
$276K -$32.1K -317 -10%
EWM
989
Evermay Wealth Management
Virginia
$275K -$10.1K -100 -4%
HWA
990
Heritage Wealth Advisors
Virginia
$275K +$202 +2 +0.1%
SSWM
991
Smith Salley Wealth Management
North Carolina
$274K -$11.5K -114 -4%
ARMT
992
Amica Retiree Medical Trust
Rhode Island
$274K
AC
993
Abbrea Capital
California
$273K
CONA
994
Capital One National Association
New York
$272K -$10K -99 -4%
PP
995
PagnatoKarp Partners
Virginia
$272K +$2.94K +29 +1%
BIM
996
Bridges Investment Management
Nebraska
$271K -$10.1K -100 -4%
OFW
997
Omnia Family Wealth
Florida
$270K -$20.5K -203 -7%
ADL
998
Asset Dedication LLC
California
$268K
BFA
999
Beaumont Financial Advisors
Massachusetts
$267K +$40.6K +401 +18%
QAM
1000
Quantres Asset Management
Cayman Islands
$266K -$506K -5,000 -66%