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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Empirical Wealth Management
Washington
$204K +$193K +3,328 New
ECM
852
Evergreen Capital Management
Washington
$203K +$193K +3,320 New
HI
853
Harbour Investments
Wisconsin
$202K +$191K +3,295 New
KOC
854
Koss-Olinger Consulting
Florida
$202K +$192K +3,303 New
RSS
855
Rosenblum Silverman Sutton
California
$202K +$192K +3,305 New
EDRIA
856
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
MIM
857
Meridiem Investment Management
United Kingdom
$201K – – –
OPS
858
Orion Portfolio Solutions
Nebraska
$200K -$49.5K -854 -21%
BFEC
859
Benjamin F. Edwards & Company
Missouri
$195K -$18.2K -314 -9%
HPC
860
HM Payson & Co
Maine
$194K – – –
APA
861
American Portfolios Advisors
New York
$192K +$2.9K +50 +2%
PWA
862
Phoenix Wealth Advisors
North Carolina
$191K +$6.09K +105 +4%
IA
863
IFP Advisors
Florida
$185K -$128K -2,203 -42%
WTC
864
WhitTier Trust Company
Nevada
$183K +$1.74K +30 +1%
VFA
865
Valeo Financial Advisors
Indiana
$181K +$68.3K +1,178 +67%
CIAS
866
CBIZ Investment Advisory Services
Ohio
$171K – – –
BCA
867
Berman Capital Advisors
Georgia
$168K +$26.4K +455 +20%
FF
868
FourThought Financial
Florida
$166K +$928 +16 +0.6%
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K -$4.52K -78 -3%
BDWM
870
Brewin Dolphin Wealth Management
Ireland
$153K – – –
FWM
871
Focused Wealth Management
New York
$147K +$12.9K +222 +10%
ADL
872
Asset Dedication LLC
California
$146K -$4.12K -71 -3%
T
873
TOBAM
France
$135K – – –
AA
874
AlphaCentric Advisors
Puerto Rico
$132K -$3.83K -66 -3%
FMT
875
First Mercantile Trust
Tennessee
$130K -$14.3K -247 -10%