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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1151
Keel Point
Alabama
$216K +$2K +7 +1%
FC
1152
Fairscale Capital
New Hampshire
$215K +$205K +717 New
ATIA
1153
American Trust Investment Advisors
New Hampshire
$214K
ATC
1154
Adirondack Trust Company
New York
$213K
PP
1155
PDS Planning
Ohio
$211K +$857 +3 +0.4%
VT
1156
Vise Technologies
New York
$211K +$218K +762 New
AAMC
1157
Asset Allocation & Management Company
Illinois
$211K
RWA
1158
River Wealth Advisors
Pennsylvania
$211K
SFC
1159
Swisher Financial Concepts
Ohio
$209K
RAM
1160
Ramirez Asset Management
New York
$205K
AA
1161
Advisory Alpha
Michigan
$205K -$6.86K -24 -3%
VA
1162
Valmark Advisers
Ohio
$204K +$13.4K +47 +7%
EWM
1163
Evermay Wealth Management
Virginia
$204K
PNC
1164
Park National Corp
Ohio
$202K
PWW
1165
Pettyjohn Wood & White
Virginia
$202K
UFF
1166
USA Financial Formulas
Michigan
$202K +$207K +725 +14,500%
CAM
1167
Columbia Asset Management
Michigan
$201K +$207K +725 New
FIM
1168
Freedom Investment Management
Connecticut
$201K +$207K +725 New
XT
1169
XTX Topco
Cayman Islands
$201K -$908K -3,177 -81%
EWA
1170
EverSource Wealth Advisors
Alabama
$197K +$3.14K +11 +2%
MA
1171
MCF Advisors
Kentucky
$194K
SWP
1172
SIMA Wealth Partners
Virginia
$191K +$197K +690 New
SIM
1173
Sentry Investment Management
Wisconsin
$190K -$40K -140 -17%
CAL
1174
Capital Analysts LLC
Pennsylvania
$186K
EC
1175
EntryPoint Capital
New York
$183K +$155K +541 +451%