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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1326
Future Financial Wealth Management
Ohio
$214K +$229K +825 New
EWA
1327
EP Wealth Advisors
California
$213K +$4.43K +16 +2%
T
1328
TRUADVICE
Florida
$213K +$243K +877 New
CT
1329
Caldwell Trust
Florida
$212K +$31.9K +115 +16%
CSIC
1330
Clifford Swan Investment Counsel
California
$212K -$27.7K -100 -11%
Members Trust
1331
Members Trust
Florida
$212K -$9.69K -35 -4%
SP
1332
Successful Portfolios
Florida
$212K – – –
WP
1333
WealthShield Partners
North Carolina
$212K +$225K +814 New
1SB
1334
1ST Source Bank
Indiana
$211K – – –
HAS
1335
HBW Advisory Services
California
$211K – – –
FWP
1336
FAS Wealth Partners
Kansas
$210K -$5.54K -20 -2%
CWM
1337
Connecticut Wealth Management
Connecticut
$210K +$277 +1 +0.1%
CCC
1338
Crescent Capital Consulting
Louisiana
$209K +$223K +805 New
Fiera Capital (Canada)
1339
Fiera Capital (Canada)
Quebec, Canada
$208K – – –
SMA
1340
Sage Mountain Advisors
Georgia
$208K +$222K +800 New
NSIM
1341
North Star Investment Management
Illinois
$207K +$27.7K +100 +14%
VV
1342
Verity & Verity
South Carolina
$206K – – –
CYG
1343
Clean Yield Group
Vermont
$205K – – –
CL
1344
CPWM LLC
Washington
$205K +$219K +789 New
BBNA
1345
Bremer Bank National Association
Minnesota
$205K +$219K +791 New
FNBOH
1346
First National Bank of Hutchinson
Kansas
$204K +$240K +865 New
BS
1347
Banco Santander
Spain
$203K -$497K -1,794 -70%
TWM
1348
Tradition Wealth Management
Minnesota
$203K +$217K +782 New
LW
1349
Linscomb Wealth
Texas
$201K +$214K +774 New
CRWM
1350
Castle Rock Wealth Management
California
$201K +$219K +791 New