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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1151
Simon Quick Advisors
New Jersey
$218K +$224K +785 New
KP
1152
Keel Point
Alabama
$216K +$2K +7 +1%
FC
1153
Fairscale Capital
New Hampshire
$215K +$205K +717 New
ATIA
1154
American Trust Investment Advisors
New Hampshire
$214K – – –
ATC
1155
Adirondack Trust Company
New York
$213K – – –
PP
1156
PDS Planning
Ohio
$211K +$857 +3 +0.4%
VT
1157
Vise Technologies
New York
$211K +$218K +762 New
AAMC
1158
Asset Allocation & Management Company
Illinois
$211K – – –
RWA
1159
River Wealth Advisors
Pennsylvania
$211K – – –
SFC
1160
Swisher Financial Concepts
Ohio
$209K – – –
RAM
1161
Ramirez Asset Management
New York
$205K – – –
AA
1162
Advisory Alpha
Michigan
$205K -$6.86K -24 -3%
VA
1163
Valmark Advisers
Ohio
$204K +$13.4K +47 +7%
EWM
1164
Evermay Wealth Management
Virginia
$204K – – –
PNC
1165
Park National Corp
Ohio
$202K – – –
PWW
1166
Pettyjohn Wood & White
Virginia
$202K – – –
UFF
1167
USA Financial Formulas
Michigan
$202K +$207K +725 +14,500%
CAM
1168
Columbia Asset Management
Michigan
$201K +$207K +725 New
FIM
1169
Freedom Investment Management
Connecticut
$201K +$207K +725 New
XT
1170
XTX Topco
Cayman Islands
$201K -$908K -3,177 -81%
EWA
1171
EverSource Wealth Advisors
Alabama
$197K +$3.14K +11 +2%
MA
1172
MCF Advisors
Kentucky
$194K – – –
SWP
1173
SIMA Wealth Partners
Virginia
$191K +$197K +690 New
SIM
1174
Sentry Investment Management
Wisconsin
$190K -$40K -140 -17%
CAL
1175
Capital Analysts LLC
Pennsylvania
$186K – – –