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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
Etesian Wealth Advisors
Oregon
$858K -$89.1K -1,200 -10%
ACA
652
Aptus Capital Advisors
Alabama
$854K +$170K +2,286 +26%
SC
653
Syon Capital
California
$848K +$820K +11,048 New
SPC
654
Sigma Planning Corp
Michigan
$839K -$155K -2,094 -16%
BFA
655
Bragg Financial Advisors
North Carolina
$836K -$9.58K -129 -1%
SAM
656
Silvercrest Asset Management
New York
$836K
Koshinski Asset Management
657
Koshinski Asset Management
Illinois
$836K
CT
658
Caldwell Trust
Florida
$832K -$7.42K -100 -0.9%
CP
659
Coho Partners
Pennsylvania
$816K -$604K -8,137 -43%
ZIC
660
ZWJ Investment Counsel
Georgia
$815K +$789K +10,624 New
FPWM
661
FSB Premier Wealth Management
Iowa
$806K
BFG
662
Bleakley Financial Group
New Jersey
$804K -$114K -1,542 -13%
SS
663
Simplicity Solutions
Minnesota
$804K -$114K -1,539 -13%
SFC
664
Strategic Financial Concepts
Texas
$803K +$777K +10,466 New
BA
665
BCM Advisors
Louisiana
$803K
GB
666
Goepper Burkhardt
South Carolina
$801K
SFA
667
Sequoia Financial Advisors
Ohio
$799K +$14.5K +195 +2%
SW
668
SVB Wealth
Massachusetts
$796K +$10.4K +140 +1%
WB
669
WesBanco Bank
West Virginia
$795K +$3.86K +52 +0.5%
CWS
670
Confluence Wealth Services
Pennsylvania
$787K -$668 -9 -0.1%
SPC
671
Stewart & Patten Company
California
$783K -$14.8K -200 -2%
CAM
672
Covenant Asset Management
New Jersey
$780K
WHCI
673
W.H. Cornerstone Investments
Massachusetts
$779K +$4.23K +57 +0.6%
RCAG
674
Rehmann Capital Advisory Group
Michigan
$775K -$2.6K -35 -0.3%
TC
675
Toews Corporation
New Jersey
$775K +$750K +10,100 New