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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
976
Sandy Spring Bank
Maryland
$253K -$24K -546 -8%
DAM
977
Delta Asset Management
Tennessee
$252K -$2.15K -49 -0.7%
CWG
978
Cornerstone Wealth Group
North Carolina
$252K +$8.62K +196 +3%
LFA
979
Legacy Financial Advisors
Kentucky
$252K +$25.1K +570 +10%
IIC
980
Integrated Investment Consultants
Michigan
$250K -$19.1K -435 -6%
Bank Julius Baer & Co
981
Bank Julius Baer & Co
Switzerland
$249K -$235K -5,336 -45%
SC
982
Searle & Co
Connecticut
$249K -$88.2K -2,006 -24%
PSC
983
Prentiss Smith & Co
Vermont
$249K
ACM
984
Armbruster Capital Management
New York
$246K
NDSI
985
Newman Dignan & Sheerar Inc
Rhode Island
$246K
WMA
986
West Michigan Advisors
Michigan
$245K
FWIA
987
Fort Washington Investment Advisors
Ohio
$244K -$4.4K -100 -2%
BP
988
BBR Partners
New York
$244K
RPA
989
Rock Point Advisors
Vermont
$244K
CAI
990
Capital Advisors Inc
Oklahoma
$243K -$87.7K -1,994 -26%
BAM
991
Brave Asset Management
New Jersey
$243K
FWA
992
FSM Wealth Advisors
Ohio
$243K +$277K +6,295 New
UBV
993
United Bank (Virginia)
Virginia
$242K +$4.4K +100 +2%
PGA
994
Portland Global Advisors
Maine
$242K +$5.72K +130 +2%
FHC
995
First Heartland Consultants
Missouri
$242K +$44.1K +1,003 +19%
FFA
996
Founders Financial Alliance
North Carolina
$242K +$276K +6,276 New
FFA
997
First Foundation Advisors
California
$241K -$2.33K -53 -0.8%
JEST
998
JTC Employer Solutions Trustee
Jersey
$241K
PCS
999
Personal CFO Solutions
New Jersey
$241K +$23.8K +542 +9%
AWM
1000
Avior Wealth Management
Nebraska
$240K -$112K -2,537 -29%