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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
926
Evermay Wealth Management
Virginia
$320K – – –
SWM
927
SeaCrest Wealth Management
New York
$317K -$3.41K -17 -1%
CTC
928
Central Trust Company
Missouri
$317K -$1.6K -8 -0.5%
PL
929
Plancorp LLC
Missouri
$314K – – –
EIA
930
Edgemoor Investment Advisors
Maryland
$313K – – –
RCAG
931
Rehmann Capital Advisory Group
Michigan
$313K -$2.4K -12 -0.8%
CWM
932
Circle Wealth Management
New Jersey
$309K +$601 +3 +0.2%
QCM
933
Quest Capital Management
Texas
$309K +$18.2K +91 +6%
SW
934
SlateStone Wealth
Florida
$308K +$312K +1,555 New
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$306K – – –
WPW
936
Waldron Private Wealth
Pennsylvania
$305K +$5.21K +26 +2%
AWA
937
Arete Wealth Advisors
Illinois
$304K -$642K -3,205 -68%
BFA
938
Beaumont Financial Advisors
Massachusetts
$304K – – –
JT
939
Jump Trading
Illinois
$304K +$308K +1,535 New
MFW
940
Meristem Family Wealth
Minnesota
$302K -$205K -1,024 -40%
FWP
941
FAS Wealth Partners
Kansas
$302K -$401 -2 -0.1%
WANY
942
Wealthspire Advisors (New York)
New York
$299K +$303K +1,512 New
PAM
943
Peak Asset Management
Colorado
$298K -$54.5K -272 -15%
KBFS
944
Kohmann Bosshard Financial Services
Ohio
$298K +$302K +1,507 New
GFP
945
Gryphon Financial Partners
Ohio
$294K -$34.9K -174 -11%
COI
946
Capital One Investing
Virginia
$293K -$29.1K -145 -9%
AssetMark Inc
947
AssetMark Inc
California
$293K +$4.21K +21 +1%
AAP
948
Arax Advisory Partners
Colorado
$292K +$601 +3 +0.2%
RIL
949
Rothschild Investment LLC
Illinois
$287K – – –
LOAMS
950
Lombard Odier Asset Management (Switzerland)
Switzerland
$283K +$286K +1,427 New