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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
826
FAS Wealth Partners
Kansas
$209K -$25.8K -170 -10%
BDA
827
Borer Denton & Associates
Pennsylvania
$209K
WPP
828
Whalerock Point Partners
Rhode Island
$209K
WKSWA
829
White Knight Strategic Wealth Advisors
New Jersey
$209K +$242K +1,592 New
RC
830
Roundview Capital
New Jersey
$208K -$79.6K -524 -25%
VHAM
831
Van Hulzen Asset Management
California
$207K -$92.2K -607 -28%
GW
832
GW & Wade
Massachusetts
$207K
VCA
833
Verdence Capital Advisors
Maryland
$206K -$50.8K -334 -18%
PA
834
Procyon Advisors
Connecticut
$206K -$19.9K -131 -8%
AMG
835
Advisors Management Group
Wisconsin
$206K -$6.38K -42 -3%
SPC
836
Stewart & Patten Company
California
$206K
SCA
837
Snowden Capital Advisors
New York
$206K -$173K -1,137 -42%
WC
838
Wexford Capital
Florida
$205K +$238K +1,565 New
CCM
839
Coldstream Capital Management
Washington
$205K -$15.8K -104 -6%
CIA
840
Choate Investment Advisors
Massachusetts
$204K +$33.6K +221 +17%
MMG
841
Monetary Management Group
Missouri
$203K
AA
842
Addison Advisors
Vermont
$203K
RWMG
843
Redwood Wealth Management Group
New Jersey
$203K
IFG
844
Independent Financial Group
California
$203K +$5.47K +36 +2%
CA
845
CoreCap Advisors
Michigan
$201K +$5.01K +33 +2%
CWP
846
Core Wealth Partners
California
$201K
MA
847
Montag & Associates
Georgia
$196K
WOC
848
West Oak Capital
California
$189K
WSC
849
Wellington Shields & Co
New York
$183K
BBHC
850
Brown Brothers Harriman & Co
New York
$179K -$5.17K -34 -2%