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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
526
Howland Capital Management
Massachusetts
$241K – – –
FHA
527
Flagship Harbor Advisors
Massachusetts
$241K +$232K +4,835 New
SSB
528
Sandy Spring Bank
Maryland
$240K -$48K -1,000 -17%
CAM
529
Cresset Asset Management
Illinois
$239K -$130K -2,701 -36%
WMA
530
Wealth Management Associates
New Jersey
$239K -$8.74K -182 -4%
ECM
531
Evergreen Capital Management
Washington
$237K +$229K +4,759 New
CW
532
CreativeOne Wealth
Kansas
$237K +$229K +4,769 New
IP
533
Investment Partners
Ohio
$237K +$229K +4,770 New
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$236K -$93.2K -1,939 -29%
SIC
535
Salem Investment Counselors
North Carolina
$234K – – –
SRC
536
Sage Rhino Capital
California
$234K +$226K +4,706 New
VCA
537
Verdence Capital Advisors
Maryland
$233K -$28.6K -595 -11%
9WM
538
9258 Wealth Management
Ohio
$233K -$22.1K -459 -9%
QP
539
Quilter Plc
United Kingdom
$233K +$226K +4,694 New
AB
540
Atlas Brown
Kentucky
$232K – – –
CBT
541
CoreFirst Bank & Trust
Kansas
$232K – – –
SWA
542
Stratos Wealth Advisors
Ohio
$232K +$144 +3 +0.1%
FMW
543
Farr Miller & Washington
District of Columbia
$231K – – –
KMWM
544
Keudell/Morrison Wealth Management
Oregon
$230K +$1.25K +26 +0.6%
CG
545
Caprock Group
Idaho
$229K +$219K +4,549 New
SFA
546
Sequoia Financial Advisors
Ohio
$229K +$221K +4,599 New
EFS
547
Essex Financial Services
Connecticut
$229K +$221K +4,606 New
Invesco
548
Invesco
Georgia
$227K -$201K -4,188 -48%
PWMG
549
Pinnacle Wealth Management Group
Michigan
$227K +$219K +4,560 New
RFM
550
Royal Fund Management
Florida
$226K +$219K +4,556 New