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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Echo Wealth Management
Minnesota
$292K – – –
BWM
1102
Bullock Wealth Management
Indiana
$290K -$19.2K -83 -6%
SSW
1103
Smith Shellnut Wilson
Mississippi
$289K – – –
FA
1104
Fermata Advisors
California
$289K +$281K +1,214 New
AWC
1105
Adamsbrown Wealth Consultants
Kansas
$288K – – –
TCBWMS
1106
Texas Capital Bank Wealth Management Services
Texas
$283K – – –
PL
1107
Plancorp LLC
Missouri
$283K +$4.85K +21 +2%
HC
1108
Hamilton Capital
Ohio
$283K -$3.23K -14 -1%
IA
1109
IAM Advisory
Pennsylvania
$282K -$4.62K -20 -2%
PL
1110
Parthenon LLC
Kentucky
$282K – – –
Fisher Asset Management
1111
Fisher Asset Management
Washington
$281K -$12.2K -53 -4%
NAS
1112
Nicolet Advisory Services
Wisconsin
$281K +$42.7K +185 +19%
AC
1113
Avestar Capital
New York
$281K +$13.6K +59 +5%
KIG
1114
Kowal Investment Group
Wisconsin
$280K +$272K +1,177 New
ST
1115
Smithfield Trust
Pennsylvania
$279K – – –
IA
1116
Insight Advisors
Pennsylvania
$279K – – –
HHRDM
1117
H&H Retirement Design & Management
Nevada
$276K +$3.93K +17 +2%
VV
1118
Verity & Verity
South Carolina
$276K – – –
LNB
1119
Ledyard National Bank
$273K +$1.16K +5 +0.4%
FCB
1120
First County Bank
Connecticut
$272K -$69.6K -301 -21%
BFP
1121
Beacon Financial Planning
Massachusetts
$272K – – –
AWM
1122
Aprio Wealth Management
Georgia
$269K +$49.7K +215 +24%
MAM
1123
Magellan Asset Management
Australia
$268K +$46.4K +201 +22%
HSA
1124
HBK Sorce Advisory
Pennsylvania
$267K +$7.16K +31 +3%
VPP
1125
Vertex Planning Partners
Illinois
$266K +$462 +2 +0.2%