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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$321K +$3.84K +84 +1%
GIA
752
GHP Investment Advisors
Colorado
$320K +$458 +10 +0.1%
SMC
753
Smith, Moore & Co
Missouri
$318K +$91.2K +1,992 +42%
SIA
754
Sit Investment Associates
Minnesota
$318K +$117K +2,550 +61%
WCWM
755
Willow Creek Wealth Management
California
$316K -$5.95K -130 -2%
DT
756
Diversified Trust
Tennessee
$316K -$1.46K -32 -0.5%
AWP
757
Ascent Wealth Partners
New York
$315K +$1.46K +32 +0.5%
IA
758
IFP Advisors
Florida
$313K +$53.8K +1,176 +21%
NAM
759
North American Management
Massachusetts
$312K
APG
760
Abacus Planning Group
South Carolina
$310K +$53.4K +1,166 +21%
PM
761
Penbrook Management
New York
$306K
Parallax Volatility Advisers
762
Parallax Volatility Advisers
California
$306K +$297K +6,491 +40,569%
LFAS
763
Level Four Advisory Services
Texas
$304K -$11.7K -256 -4%
DWT
764
Dorsey & Whitney Trust
South Dakota
$304K +$3.48K +76 +1%
CL
765
CIM LLC
New York
$304K +$11.9K +260 +4%
BIA
766
BHK Investment Advisors
Alabama
$302K +$22.9K +500 +8%
LWCFA
767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K -$6.64K -145 -2%
DCM
768
Driehaus Capital Management
Illinois
$296K -$11.4K -249 -4%
PWW
769
Pettyjohn Wood & White
Virginia
$296K
LIA
770
LBMC Investment Advisors
Tennessee
$295K +$1.05K +23 +0.4%
MAA
771
Matrix Asset Advisors
New York
$292K
GHA
772
GW Henssler & Associates
Georgia
$290K +$17.4K +381 +7%
Capstone Investment Advisors
773
Capstone Investment Advisors
New York
$290K +$282K +6,160 New
AW
774
Alpha Windward
Massachusetts
$287K -$3.48K -76 -1%
PP
775
Patten & Patten
Tennessee
$287K +$14.9K +326 +6%