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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
976
Evermay Wealth Management
Virginia
$270K -$41.4K -218 -13%
LSAG
977
Lake Street Advisors Group
New Hampshire
$270K +$15K +79 +6%
MFG
978
Merit Financial Group
Georgia
$270K +$265K +1,398 New
SNBOSD
979
Security National Bank of So Dak
Iowa
$269K -$3.04K -16 -1%
FGAM
980
Financial Gravity Asset Management
Texas
$268K -$22.8K -120 -24%
SQA
981
Simon Quick Advisors
New Jersey
$267K +$1.9K +10 +0.7%
TA
982
Tiedemann Advisors
New York
$265K -$99.8K -526 -28%
BFA
983
Beaumont Financial Advisors
Massachusetts
$265K -$30.6K -161 -10%
SC
984
Savant Capital
Illinois
$263K – – –
HAM
985
Highstreet Asset Management
Ontario, Canada
$261K -$137K -724 -35%
CCA
986
Conestoga Capital Advisors
Pennsylvania
$261K – – –
MPW
987
Monterey Private Wealth
California
$261K +$256K +1,350 New
NIM
988
NuWave Investment Management
New Jersey
$260K -$318K -1,676 -55%
BOS
989
Bingham Osborn & Scarborough
California
$260K +$190 +1 +0.1%
CM
990
Capital Management
Virginia
$258K – – –
DT
991
Diversified Trust
Tennessee
$258K +$254K +1,336 New
QAM
992
QCI Asset Management
New York
$256K -$12.2M -64,228 -98%
BCM
993
Brookstone Capital Management
Illinois
$256K +$27.1K +143 +12%
PWAP
994
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$255K +$190 +1 +0.1%
HH
995
Hilltop Holdings
Texas
$254K -$58.5K -308 -19%
GWM
996
Geneos Wealth Management
Colorado
$250K +$1.52K +8 +0.6%
BP
997
Ballentine Partners
Massachusetts
$249K +$7.97K +42 +3%
EWA
998
Exencial Wealth Advisors
Oklahoma
$249K +$8.92K +47 +4%
PTP
999
Platform Technology Partners
New York
$247K +$243K +1,282 New
DJSG
1000
D.J. St. Germain
Massachusetts
$246K – – –