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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1001
Annex Advisory Services
Wisconsin
$375K -$29.2K -129 -7%
SW
1002
SlateStone Wealth
Florida
$375K -$3.16K -14 -0.9%
IP
1003
Isthmus Partners
Wisconsin
$375K
SF
1004
SBK Financial
Virginia
$375K +$362K +1,600 New
LNWTC
1005
Laird Norton Wetherby Trust Company
Washington
$374K -$5.65K -25 -2%
BFA
1006
Beaumont Financial Advisors
Massachusetts
$374K
AF
1007
Affiance Financial
Minnesota
$373K
ECM
1008
Evergreen Capital Management
Washington
$373K +$17.6K +78 +5%
WB
1009
WesBanco Bank
West Virginia
$372K +$39.6K +175 +12%
SWM
1010
SeaCrest Wealth Management
New York
$371K -$46.6K -206 -12%
AWE
1011
Avidian Wealth Enterprises
Texas
$370K +$357K +1,579 New
HCMT
1012
Highland Capital Management (Tennessee)
Tennessee
$369K
LOPW
1013
Live Oak Private Wealth
North Carolina
$369K
FC
1014
Financial Consulate
Maryland
$367K +$39.3K +174 +13%
FWP
1015
FAS Wealth Partners
Kansas
$366K +$2.26K +10 +0.6%
QCM
1016
Quest Capital Management
Texas
$364K -$41.6K -184 -11%
DMBA
1017
Deseret Mutual Benefit Administrators
Utah
$363K
S
1018
Seeyond
France
$363K
PL
1019
Plancorp LLC
Missouri
$363K +$2.94K +13 +0.8%
HNW
1020
High Note Wealth
Minnesota
$362K +$226 +1 +0.1%
FAFN
1021
First Affirmative Financial Network
Colorado
$362K +$14.7K +65 +4%
SFA
1022
Sequoia Financial Advisors
Ohio
$361K +$348K +1,539 New
AL
1023
Aspiriant LLC
California
$358K +$4.52K +20 +1%
ICM
1024
IMS Capital Management
Oregon
$358K +$40.7K +180 +13%
SIC
1025
Salem Investment Counselors
North Carolina
$356K +$152K +673 +80%