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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1726
Independence Bank of Kentucky
Kentucky
$449K -$60.9K -265 -13%
EAM
1727
Evanson Asset Management
California
$448K -$1.38K -6 -0.3%
SPI
1728
Santori & Peters Inc
Pennsylvania
$446K +$3.22K +14 +0.8%
T
1729
TNF
Montana
$445K +$460 +2 +0.1%
HWA
1730
HHM Wealth Advisors
Tennessee
$444K – – –
Members Trust
1731
Members Trust
Florida
$444K – – –
CCA
1732
Clearwater Capital Advisors
Illinois
$443K – – –
NG
1733
Northstar Group
New York
$443K – – –
CP
1734
CenterBook Partners
Connecticut
$443K +$15.2K +66 +4%
WPA
1735
West Paces Advisors
Georgia
$442K +$6.2K +27 +1%
AMC
1736
Asset Management Corp
Illinois
$442K -$179K -780 -30%
EWM
1737
Evermay Wealth Management
Virginia
$441K – – –
EFS
1738
Econ Financial Services
Pennsylvania
$440K +$383K +1,667 +1,104%
DA
1739
Duality Advisers
Florida
$436K -$459K -1,996 -53%
MWM
1740
Merriman Wealth Management
Washington
$436K -$49.9K -217 -11%
ET
1741
Equitable Trust
Tennessee
$436K -$2.76K -12 -0.7%
RIS
1742
Retirement Income Solutions
Michigan
$436K +$919 +4 +0.2%
CA
1743
Capitolis Advisors
New York
$435K -$121M -526,633 -100%
KWA
1744
KCS Wealth Advisory
California
$428K +$2.99K +13 +0.7%
UL
1745
Unionview LLC
Washington
$427K – – –
SCM
1746
Spreng Capital Management
Ohio
$425K – – –
LCC
1747
Lincoln Capital Corp
Rhode Island
$424K -$191K -833 -32%
ACM
1748
Alethea Capital Management
Washington
$423K -$149K -650 -27%
LMKC
1749
L.M. Kohn & Company
Ohio
$423K +$402K +1,749 New
EBA
1750
Eagle Bay Advisors
New York
$422K -$15.4K -67 -4%