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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1076
Conestoga Capital Advisors
Pennsylvania
$290K – – –
AWA
1077
Arete Wealth Advisors
Illinois
$290K +$283K +1,252 New
FWCM
1078
Ferguson Wellman Capital Management
Oregon
$289K – – –
SQA
1079
Simon Quick Advisors
New Jersey
$288K -$2.03K -9 -0.7%
LNC
1080
Lincoln National Corp
Pennsylvania
$287K +$21.7K +96 +9%
GIA
1081
Gateway Investment Advisers
Ohio
$283K -$38K -168 -12%
OWM
1082
Orgel Wealth Management
Wisconsin
$282K – – –
PL
1083
Parthenon LLC
Kentucky
$282K – – –
AWC
1084
Adamsbrown Wealth Consultants
Kansas
$282K +$271K +1,200 New
1WA
1085
180 Wealth Advisors
Washington
$281K -$9.04K -40 -3%
GA
1086
Geller Advisors
New York
$281K +$452 +2 +0.2%
LJHT
1087
Laurie J. Hall Trustee
$280K – – –
LWMM
1088
Legacy Wealth Management (Mississippi)
Mississippi
$278K +$1.36K +6 +0.5%
WB
1089
West Bancorporation
Iowa
$277K +$267K +1,181 New
PB
1090
Pinnacle Bancorp
Nebraska
$270K – – –
DCM
1091
Deuterium Capital Management
Florida
$268K +$259K +1,144 New
IC
1092
Intersect Capital
California
$267K +$15.6K +69 +6%
MAM
1093
Magellan Asset Management
Australia
$267K +$45.4K +201 +21%
EBWM
1094
Eagle Bluffs Wealth Management
Missouri
$265K +$255K +1,128 New
TCM
1095
Tradewinds Capital Management
Washington
$264K – – –
RCAG
1096
Rehmann Capital Advisory Group
Michigan
$263K -$32.3K -143 -11%
IAIM
1097
International Assets Investment Management
Florida
$263K -$3.84M -17,004 -94%
VAFP
1098
Vahanian & Associates Financial Planning
New York
$262K +$252K +1,115 New
HG
1099
Harbor Group
New Hampshire
$260K – – –
E
1100
Ergoteles
New York
$260K +$250K +1,107 New