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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1001
Silvia McColl Wealth Management
California
$251K – – –
FCG
1002
Fielder Capital Group
Tennessee
$251K -$8.94K -31 -3%
LRIA
1003
Leonard Rickey Investment Advisors
Washington
$250K +$11.5K +40 +5%
MFIM
1004
Mesirow Financial Investment Management
Illinois
$250K – – –
CAM
1005
Clark Asset Management
New Hampshire
$250K +$288 +1 +0.1%
MAG
1006
M3 Advisory Group
Massachusetts
$250K -$20.8K -72 -8%
SP
1007
Symmetry Partners
Connecticut
$250K -$44.4K -154 -15%
SI
1008
Seeds Investor
New York
$249K -$66.3K -230 -21%
GBT
1009
Grove Bank & Trust
Florida
$249K – – –
C
1010
Certuity
Florida
$248K -$123K -428 -33%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$247K -$16.4K -57 -6%
AIFAIM
1012
American Institute for Advanced Investment Management
Arizona
$246K +$60.5K +210 +1%
SEP
1013
Signature Equity Partners
Ohio
$245K -$20.2K -70 -7%
MP
1014
Moment Partners
California
$245K -$865 -3 -0.3%
HTC
1015
Haverford Trust Company
Pennsylvania
$241K -$12.4K -43 -5%
NP
1016
NorthRock Partners
Minnesota
$240K +$14.7K +51 +6%
DE
1017
Diversified Enterprises
Delaware
$239K +$9.8K +34 +4%
OBGC
1018
O'Brien Greene & Co
Pennsylvania
$237K -$15.9K -55 -6%
BAM
1019
Blueshift Asset Management
New Jersey
$237K -$474K -1,644 -66%
PWM
1020
Pines Wealth Management
North Carolina
$233K -$11K -38 -4%
ESB
1021
Essex Savings Bank
Connecticut
$233K +$2.02K +7 +0.9%
BPWM
1022
Badgley Phelps Wealth Managers
Washington
$232K -$37.5K -130 -14%
BWM
1023
Bullock Wealth Management
Indiana
$231K -$342K -1,185 -60%
EH
1024
Equitable Holdings
New York
$231K -$572K -1,985 -71%
LFAS
1025
Level Four Advisory Services
Texas
$229K +$42.4K +147 +22%