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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$267K – – –
VCA
552
Verdence Capital Advisors
Maryland
$266K +$1.09K +19 +0.4%
InterOcean Capital Group
553
InterOcean Capital Group
Tennessee
$266K -$149K -2,583 -35%
FineMark National Bank & Trust
554
FineMark National Bank & Trust
Florida
$263K -$11K -192 -4%
PWA
555
Phoenix Wealth Advisors
North Carolina
$263K +$2.42K +42 +0.9%
TCI Wealth Advisors
556
TCI Wealth Advisors
Arizona
$260K +$12.6K +219 +5%
Forum Financial Management
557
Forum Financial Management
Illinois
$257K +$2.99K +52 +1%
FMLI
558
Fukoku Mutual Life Insurance
Japan
$253K -$34.7K -604 -12%
CGL
559
Clarius Group LLC
Washington
$246K -$31.6K -549 -11%
Credit Agricole
560
Credit Agricole
France
$246K +$253K +4,394 New
Members Trust
561
Members Trust
Florida
$244K – – –
KWM
562
Kolinsky Wealth Management
New Jersey
$243K +$34.5K +599 +16%
TCA
563
Transcend Capital Advisors
New Jersey
$237K +$28.2K +490 +13%
Brighton Jones LLC
564
Brighton Jones LLC
Washington
$237K +$12.2K +212 +5%
Moneta Group Investment Advisors
565
Moneta Group Investment Advisors
Missouri
$235K -$70.6K -1,228 -23%
FCB
566
First County Bank
Connecticut
$234K +$241K +4,188 New
MC
567
Moors & Cabot
Massachusetts
$234K – – –
FI
568
Fractal Investments
Connecticut
$233K – – –
EIA
569
Edgemoor Investment Advisors
Maryland
$230K – – –
Vestmark Advisory Solutions
570
Vestmark Advisory Solutions
Massachusetts
$228K +$235K +4,078 New
WIC
571
Woodmont Investment Counsel
Tennessee
$227K -$12.4K -215 -5%
Davenport & Co
572
Davenport & Co
Virginia
$225K -$34.3K -597 -13%
Beacon Pointe Advisors
573
Beacon Pointe Advisors
California
$225K +$231K +4,022 New
OGF
574
Orin Green Financial
California
$222K +$229K +3,981 New
APG
575
Abacus Planning Group
South Carolina
$222K – – –