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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1176
Evermay Wealth Management
Virginia
$370K +$13.4K +51 +4%
CPA
1177
Capital Performance Advisors
California
$370K -$224K -850 -39%
SCM
1178
Shelton Capital Management
Colorado
$369K -$15.5K -59 -4%
UIA
1179
Ulland Investment Advisors
Minnesota
$368K +$49.3K +187 +16%
HT
1180
Headlands Technologies
Illinois
$364K -$178K -676 -34%
AF
1181
Aldebaran Financial
$360K +$5.27K +20 +2%
IA
1182
IFP Advisors
Florida
$359K +$14K +53 +4%
AGP
1183
Autumn Glory Partners
Texas
$359K +$527 +2 +0.2%
FFA
1184
First Foundation Advisors
California
$358K +$5.79K +22 +2%
XF
1185
XML Financial
Maryland
$358K -$7.9K -30 -2%
AWC
1186
Adamsbrown Wealth Consultants
Kansas
$358K +$263 +1 +0.1%
JFA
1187
JNBA Financial Advisors
Minnesota
$357K – – –
LRIC
1188
Long Road Investment Counsel
Michigan
$357K – – –
EAM
1189
Empirical Asset Management
Massachusetts
$356K +$10.5K +40 +3%
SA
1190
SL Advisors
New Jersey
$354K – – –
CFP
1191
Catalyst Financial Partners
Massachusetts
$353K -$16.1K -61 -5%
TCWA
1192
Turtle Creek Wealth Advisors
Texas
$351K -$157K -596 -32%
GS
1193
GTS Securities
Florida
$351K +$83.5K +317 +34%
BB
1194
Bell Bank
North Dakota
$351K +$6.06K +23 +2%
PWG
1195
Portside Wealth Group
Utah
$350K +$1.05K +4 +0.3%
CT
1196
Clearstead Trust
Maine
$350K -$35.8K -136 -10%
TNB
1197
Thomasville National Bank
Georgia
$349K +$330K +1,253 New
HIS
1198
Harvest Investment Services
Illinois
$349K -$527 -2 -0.2%
PWMG
1199
Pinnacle Wealth Management Group
Michigan
$349K – – –
SWM
1200
SHP Wealth Management
Massachusetts
$349K – – –