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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Aevitas Wealth Management
Massachusetts
$877K -$19.5K -106 -2%
S
1127
SignatureFD
Georgia
$877K +$242K +1,317 +34%
EF
1128
Exeter Financial
Arizona
$873K +$4.59K +25 +0.5%
NPA
1129
Nichols & Pratt Advisers
Massachusetts
$867K
MC
1130
Miles Capital
Iowa
$866K +$932K +5,079 New
CCT
1131
Capital City Trust
Florida
$865K +$5.69K +31 +0.6%
TAM
1132
Taurus Asset Management
New York
$863K -$18.4K -100 -2%
AAM
1133
Auxier Asset Management
Oregon
$862K +$315K +1,718 +51%
SC
1134
Savant Capital
Illinois
$861K +$87.2K +475 +10%
APP
1135
Avantax Planning Partners
Iowa
$856K -$12.7K -69 -1%
B
1136
Bailard
California
$855K +$64.2K +350 +8%
OCG
1137
Opus Capital Group
Ohio
$854K -$15.2K -83 -2%
SSWM
1138
Sheets Smith Wealth Management
North Carolina
$854K +$4.41K +24 +0.5%
SFS
1139
Sowell Financial Services
Arkansas
$854K +$32.9K +179 +4%
AA
1140
ALPS Advisors
Colorado
$853K -$95.3K -519 -9%
IC
1141
Intersect Capital
California
$853K +$229K +1,248 +33%
MCA
1142
Mercer Capital Advisers
New Jersey
$850K
GHAM
1143
Gilman Hill Asset Management
Connecticut
$847K +$164K +895 +22%
CAM
1144
Carret Asset Management
New York
$845K -$46.1K -251 -5%
DWT
1145
Dorsey & Whitney Trust
South Dakota
$834K -$99.3K -541 -10%
BLAM
1146
Bourne Lent Asset Management
New York
$833K -$80.8K -440 -8%
HAG
1147
HighPoint Advisor Group
Illinois
$832K -$383K -2,089 -32%
ARMC
1148
American Research & Management Company
Massachusetts
$831K -$13.8K -75 -2%
HWP
1149
Hefty Wealth Partners
Indiana
$827K +$890K +4,850 New
FPCG
1150
Fort Pitt Capital Group
Pennsylvania
$826K -$14.2M -77,277 -94%