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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
476
Everett Harris & Co
California
$333K +$16.1K +320 +5%
GSBTD
477
Glenview State Bank Trust Department
Illinois
$332K – – –
ACM
478
Aviance Capital Management
Florida
$331K -$25.3K -502 -7%
SFA
479
Sequoia Financial Advisors
Ohio
$330K +$7.25K +144 +2%
PP
480
Palladium Partners
Virginia
$326K +$45.6K +905 +16%
BFM
481
Boston Financial Management
Massachusetts
$322K -$143K -2,844 -31%
LA
482
LexAurum Advisors
Kansas
$322K -$4.03K -80 -1%
CA
483
Cynosure Advisors
Utah
$321K +$320K +6,362 New
EFS
484
Essex Financial Services
Connecticut
$320K +$8.71K +173 +3%
CPA
485
Court Place Advisors
Maryland
$319K -$22.4K -445 -7%
DAS
486
Dynamic Advisor Solutions
Arizona
$319K +$48K +953 +18%
FWCM
487
Ferguson Wellman Capital Management
Oregon
$318K – – –
BW
488
Bison Wealth
Georgia
$318K +$12.5K +248 +4%
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$312K -$115K -2,282 -27%
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$311K -$31.5K -625 -9%
HFS
491
Haverford Financial Services
Pennsylvania
$307K -$88.9K -1,765 -22%
CC
492
Courier Capital
New York
$303K -$59.9K -1,190 -17%
CFA
493
Carroll Financial Associates
North Carolina
$302K +$5.54K +110 +2%
CBTWT
494
Community Bank & Trust (Waco, Texas)
Texas
$302K +$50.7K +1,006 +20%
APP
495
Avantax Planning Partners
Iowa
$301K -$88.7K -1,761 -23%
CIC
496
Carnegie Investment Counsel
Ohio
$301K – – –
NA
497
Neuburgh Advisers
California
$295K – – –
RM
498
Resource Management
Louisiana
$293K +$50.4K +1,000 +21%
Mariner
499
Mariner
Kansas
$292K +$16.6K +330 +6%
CIAS
500
Capital Investment Advisory Services
North Carolina
$289K -$5.34K -106 -2%