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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
251
D.B. Root & Company
Pennsylvania
$748K -$147K -1,915 -17%
WA
252
Wealth Alliance
New York
$748K +$57.7K +750 +9%
BRWA
253
B. Riley Wealth Advisors
Florida
$747K -$1.18M -15,321 -61%
CYG
254
Clean Yield Group
Vermont
$746K -$249K -3,231 -26%
WSTAM
255
Wilbanks Smith & Thomas Asset Management
Virginia
$746K
PSC
256
Prentiss Smith & Co
Vermont
$744K -$234K -3,037 -25%
Brown Advisory
257
Brown Advisory
Maryland
$736K -$265K -3,445 -27%
ATC
258
Argent Trust Co
Tennessee
$731K +$63.1K +820 +10%
MAM
259
Marotta Asset Management
Virginia
$724K -$8.93K -116 -1%
AP
260
Advisor Partners
California
$717K +$2.39K +31 +0.3%
MGWM
261
Marks Group Wealth Management
Minnesota
$684K +$384K +4,985 +140%
RC
262
RegentAtlantic Capital
New Jersey
$678K -$4.23K -55 -0.6%
FMT
263
First Mercantile Trust
Tennessee
$674K -$88.9K -1,155 -12%
NFGCM
264
Norman Fields Gottscho Capital Management
New York
$669K +$217K +2,825 +52%
HAG
265
HighPoint Advisor Group
Illinois
$656K +$58.8K +764 +10%
PWPS
266
Pinnacle Wealth Planning Services
Ohio
$632K +$10.8K +140 +2%
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$605K +$32K +416 +6%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$602K +$172K +2,234 +43%
BF
269
BOK Financial
Oklahoma
$598K +$572K +7,429 New
First Manhattan
270
First Manhattan
New York
$586K +$1K +13 +0.2%
DAS
271
Dynamic Advisor Solutions
Arizona
$562K +$31.6K +411 +6%
YWP
272
YorkBridge Wealth Partners
New York
$547K +$20K +260 +4%
WP
273
WealthSource Partners
California
$544K -$4.39K -57 -0.8%
ARMT
274
Amica Retiree Medical Trust
Rhode Island
$539K -$228K -2,957 -31%
FTDI
275
First Trust Direct Indexing
Massachusetts
$521K +$27.3K +355 +6%