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Name Holding Trade Value Shares
Change
Change in
Stake
VV
1401
Verity & Verity
South Carolina
$223K
RTC
1402
Riverview Trust Company
Washington
$220K
EW
1403
Evoke Wealth
California
$220K +$215K +826 New
EAM
1404
Evanson Asset Management
California
$220K
CIP
1405
Capital Insight Partners
Arizona
$219K
RPCONE
1406
Retirement Planning Company of New England
Rhode Island
$219K
FMI
1407
F/M Investments
District of Columbia
$219K
FPCP
1408
Fort Point Capital Partners
California
$218K +$214K +823 New
IAMOG
1409
Investors Asset Management of Georgia
Georgia
$217K
SIA
1410
Schechter Investment Advisors
Michigan
$217K -$13.5K -52 -6%
BFM
1411
Boston Financial Management
Massachusetts
$216K
NB
1412
NBT Bank
New York
$215K -$780 -3 -0.4%
PMG
1413
ProVise Management Group
Florida
$215K
SAM
1414
Sawgrass Asset Management
Florida
$215K +$211K +810 New
CAM
1415
Cozad Asset Management
Illinois
$213K +$209K +804 New
CFGS
1416
Concourse Financial Group Securities
Alabama
$213K -$16.4K -63 -7%
SHFA
1417
SC&H Financial Advisors
Maryland
$213K +$209K +803 New
AI
1418
Accredited Investors
Minnesota
$212K +$208K +802 New
GLA
1419
Good Life Advisors
Pennsylvania
$212K -$4.68K -18 -2%
BAM
1420
Bellevue Asset Management
Washington
$212K +$260 +1 +0.1%
CFG
1421
CKW Financial Group
Hawaii
$212K
PL
1422
Perpetual Ltd
Australia
$212K -$130K -500 -38%
AT
1423
Avalon Trust
New Mexico
$212K
MFC
1424
Mechanics Financial Corp
Ohio
$212K
SOW
1425
State of Wyoming
Wyoming
$210K +$124K +477 +150%