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Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
776
Signature Wealth Management Partners
New Jersey
$269K +$283K +1,098 New
TAM
777
Trust Asset Management
Texas
$267K +$56.2K +218 +25%
CCM
778
Coldstream Capital Management
Washington
$265K +$280K +1,084 New
IFWM
779
Institute for Wealth Management
Colorado
$264K -$120K -466 -30%
IEFM
780
IQ EQ Fund Management
Ireland
$262K
FCI
781
Financial Counselors Inc
Kansas
$262K +$1.03K +4 +0.4%
LSAG
782
Lake Street Advisors Group
New Hampshire
$260K -$26.3K -102 -9%
SIC
783
Sigma Investment Counselors
Michigan
$260K +$273K +1,060 New
BBA
784
BLB&B Advisors
Pennsylvania
$259K +$19.3K +75 +8%
ACWM
785
Adams Chetwood Wealth Management
North Carolina
$258K
EGA
786
E&G Advisors
Texas
$257K
GC
787
Gratus Capital
Georgia
$257K
NHC
788
Nicholas Hoffman & Company
Georgia
$254K +$268K +1,038 New
ML
789
McAdam LLC
Pennsylvania
$252K -$1.03K -4 -0.4%
MPI
790
Mairs & Power Inc
Minnesota
$251K
BHWM
791
Bar Harbor Wealth Management
New Hampshire
$250K
PB
792
Pinnacle Bancorp
Nebraska
$250K +$18.1K +70 +7%
CIA
793
Choate Investment Advisors
Massachusetts
$249K
MMA
794
Miracle Mile Advisors
California
$249K
CFA
795
Carroll Financial Associates
North Carolina
$248K
AP
796
Appleton Partners
Massachusetts
$248K +$262K +1,014 New
PVH
797
Psagot Value Holdings
Israel
$247K -$645K -2,500 -71%
MBT
798
Montecito Bank & Trust
California
$247K
PT
799
Plimoth Trust
Massachusetts
$246K -$85.6K -332 -25%
NB
800
Nicolet Bankshares
Wisconsin
$246K -$6.45K -25 -2%