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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1551
Evermay Wealth Management
Virginia
$508K -$20.8K -500 -4%
AFA
1552
AA Financial Advisors
Ohio
$507K
APP
1553
Avantax Planning Partners
Iowa
$507K -$131K -3,168 -19%
SIG
1554
Sargent Investment Group
Maryland
$507K +$289K +6,961 +100%
KWA
1555
Kingswood Wealth Advisors
California
$505K -$1.31M -31,529 -70%
TGAM
1556
TBH Global Asset Management
Tennessee
$505K -$33.7K -812 -6%
OBGC
1557
O'Brien Greene & Co
Pennsylvania
$505K +$8.97K +216 +2%
ACA
1558
Atlas Capital Advisors
Wyoming
$504K +$28.8K +693 +5%
LGA
1559
Lebenthal Global Advisors
New York
$503K -$21.7K -522 -4%
CCAL
1560
City Center Advisors LLC
Michigan
$501K +$52K +1,253 +10%
CCM
1561
Chiron Capital Management
Florida
$500K +$90.5K +2,180 +20%
SCM
1562
Schnieders Capital Management
California
$500K -$102K -2,454 -16%
BCM
1563
Becker Capital Management
Oregon
$499K
SAM
1564
Sompo Asset Management
Japan
$497K -$185K -4,460 -25%
UBV
1565
United Bank (Virginia)
Virginia
$495K
MEG
1566
Millstone Evans Group
Colorado
$494K +$546K +13,150 New
BBNA
1567
Bremer Bank National Association
Minnesota
$493K -$9.55K -230 -2%
VA
1568
Valmark Advisers
Ohio
$493K -$117K -2,812 -18%
CCFM
1569
Clear Creek Financial Management
Washington
$493K +$48.8K +1,175 +10%
CA
1570
CoreCap Advisors
Michigan
$492K +$85.5K +2,059 +19%
BP
1571
BBR Partners
New York
$492K -$1.04K -25 -0.2%
HIS
1572
Horizon Investment Services
Indiana
$491K -$35.1K -845 -6%
TNBTD
1573
Trustmark National Bank Trust Department
Mississippi
$487K -$129K -3,117 -19%
OL
1574
Optas LLC
Texas
$486K -$23.5K -567 -4%
GWSG
1575
GPS Wealth Strategies Group
Colorado
$485K -$45.2K -1,088 -8%