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Name Holding Trade Value Shares
Change
Change in
Stake
RE
1051
RBC Europe
United Kingdom
$229K +$42.3K +225 +21%
AF
1052
Affiance Financial
Minnesota
$228K -$55.4K -295 -19%
WMA
1053
West Michigan Advisors
Michigan
$227K +$1.88K +10 +0.8%
WSTAM
1054
Wilbanks Smith & Thomas Asset Management
Virginia
$225K -$25.2K -134 -9%
KPCM
1055
Kings Point Capital Management
New York
$222K -$5.07K -27 -2%
TSWM
1056
Tyler-Stone Wealth Management
Ohio
$222K – – –
Fisher Asset Management
1057
Fisher Asset Management
Washington
$222K +$236K +1,259 New
AWA
1058
Arete Wealth Advisors
Illinois
$221K – – –
CM
1059
Capital Management
Virginia
$219K – – –
CCA
1060
Conestoga Capital Advisors
Pennsylvania
$218K – – –
SQA
1061
Simon Quick Advisors
New Jersey
$217K +$376 +2 +0.2%
AI
1062
AXS Investments
New York
$216K +$22.4K +119 +11%
CIAS
1063
Capital Investment Advisory Services
North Carolina
$216K +$230K +1,225 New
BB
1064
Berkshire Bank
Massachusetts
$215K +$229K +1,217 New
AWC
1065
Adamsbrown Wealth Consultants
Kansas
$213K +$1.69K +9 +0.8%
OWM
1066
Orgel Wealth Management
Wisconsin
$212K – – –
PL
1067
Parthenon LLC
Kentucky
$212K – – –
TCM
1068
Triumph Capital Management
Colorado
$212K +$225K +1,200 New
LJHT
1069
Laurie J. Hall Trustee
$211K – – –
GIA
1070
Gateway Investment Advisers
Ohio
$210K -$3.76K -20 -2%
RWA
1071
Ropes Wealth Advisors
Massachusetts
$209K -$58.6K -312 -21%
JWBC
1072
J.W. Burns & Co
New York
$207K -$2.27M -12,064 -91%
CAG
1073
Crestwood Advisors Group
Massachusetts
$207K -$12.8K -68 -5%
SAM
1074
Strategy Asset Managers
California
$207K +$220K +1,170 New
BBNA
1075
Bremer Bank National Association
Minnesota
$204K -$769K -4,094 -78%