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Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Caprock Group
Idaho
$218K -$16.7K -116 -6%
MFG
802
Merit Financial Group
Georgia
$218K -$13.7K -95 -5%
BAMF
803
BI Asset Management Fondsmaeglerselskab
Denmark
$217K +$243K +1,687 New
FF
804
FourThought Financial
Florida
$216K -$111K -771 -31%
EFG
805
Everhart Financial Group
Ohio
$216K +$242K +1,677 New
BP
806
Ballentine Partners
Massachusetts
$215K -$11.8K -82 -5%
FHA
807
Flagship Harbor Advisors
Massachusetts
$213K -$40.5K -281 -14%
IIA
808
Integral Investment Advisors
California
$212K
SC
809
Savant Capital
Illinois
$212K +$9.67K +67 +4%
AA
810
Addison Advisors
Vermont
$212K +$14.4K +100 +6%
CCM
811
Chilton Capital Management
Texas
$211K
AIP
812
Ameritas Investment Partners
Nebraska
$209K
DAS
813
Dynamic Advisor Solutions
Arizona
$209K +$29.3K +203 +14%
CL
814
Choreo LLC
Illinois
$208K +$433 +3 +0.2%
PWM
815
Perigon Wealth Management
California
$208K +$10.4K +72 +5%
WOC
816
West Oak Capital
California
$207K -$2.16K -15 -0.9%
AMG
817
Advisors Management Group
Wisconsin
$207K -$1.01K -7 -0.4%
PWLP
818
Prio Wealth Limited Partnership
Massachusetts
$205K -$15.7K -109 -6%
FPCP
819
Fort Point Capital Partners
California
$205K
BEAM
820
Baker Ellis Asset Management
Washington
$205K +$14.4K +100 +7%
WPC
821
Wedmont Private Capital
Pennsylvania
$205K +$230K +1,595 New
BDA
822
Borer Denton & Associates
Pennsylvania
$205K +$20.9K +145 +10%
BFM
823
Boston Financial Management
Massachusetts
$203K -$4.76K -33 -2%
WPP
824
Whalerock Point Partners
Rhode Island
$203K
NIM
825
NuWave Investment Management
New Jersey
$203K +$228K +1,582 New