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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Claris Advisors
Missouri
$227K -$5.41K -21 -2%
GWM
1152
Gray Wealth Management
Maine
$227K +$222K +861 New
FPIS
1153
Financial Planning & Information Services
Wisconsin
$226K -$3.61K -14 -2%
AFS
1154
Axiom Financial Strategies
Indiana
$226K
WE
1155
Wealth Effects
Massachusetts
$226K
PCP
1156
Proficio Capital Partners
Massachusetts
$226K +$221K +857 New
PPP
1157
Private Portfolio Partners
New Jersey
$225K +$258 +1 +0.1%
BB
1158
Berkshire Bank
Massachusetts
$225K
MGWM
1159
Marks Group Wealth Management
Minnesota
$225K
TL
1160
Tradewinds LLC
North Carolina
$225K +$220K +853 New
BCB
1161
Brian C. Broderick
$223K
ETM
1162
Euclidean Technologies Management
Washington
$223K
JWA
1163
JFS Wealth Advisors
Pennsylvania
$223K +$10.6K +41 +5%
FHA
1164
First Horizon Advisors
Tennessee
$222K +$6.18K +24 +3%
LA
1165
LVW Advisors
New York
$222K +$217K +844 New
AMIM
1166
Aull & Monroe Investment Management
Alabama
$221K
FPCP
1167
Fort Point Capital Partners
California
$221K
HDIM
1168
Hanson & Doremus Investment Management
Vermont
$221K
WCM
1169
Washburn Capital Management
Florida
$219K +$214K +831 New
ESCM
1170
Echo Street Capital Management
New York
$218K -$184K -715 -46%
AP
1171
Adero Partners
California
$218K +$205K +797 New
ASFA
1172
All Season Financial Advisors
Colorado
$218K +$213K +826 New
VC
1173
Vicus Capital
Pennsylvania
$218K +$213K +826 New
NB
1174
Nicolet Bankshares
Wisconsin
$217K +$212K +824 New
SCI
1175
S&CO Inc
Massachusetts
$217K +$212K +824 New