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Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Eudaimonia Partners
Tennessee
$250K +$27.5K +516 +11%
BBHC
552
Brown Brothers Harriman & Co
New York
$248K -$210K -3,941 -43%
AIS
553
Accurate Investment Solutions
Pennsylvania
$247K -$47.7K -895 -15%
SFA
554
Sequoia Financial Advisors
Ohio
$246K -$62.5K -1,171 -18%
IP
555
Investment Partners
Ohio
$246K -$12K -225 -4%
ACM
556
Ategra Capital Management
Virginia
$246K – – –
CPA
557
Court Place Advisors
Maryland
$245K -$8.54K -160 -3%
WGA
558
Weather Gauge Advisory
Virginia
$245K +$276K +5,179 New
CBFP
559
Cedar Brook Financial Partners
Ohio
$244K -$427 -8 -0.2%
MOS
560
MGO One Seven
Ohio
$243K -$12.7K -239 -4%
MIC
561
Means Investment Company
Maine
$243K -$7.25K -136 -3%
DAS
562
Dynamic Advisor Solutions
Arizona
$243K -$2.35K -44 -0.9%
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
$243K +$5.6K +105 +2%
TCOV
564
Trust Company of Vermont
Vermont
$241K +$4.27K +80 +2%
SVWAG
565
Sound View Wealth Advisors Group
Georgia
$238K -$26K -488 -9%
AWM
566
AllSquare Wealth Management
New York
$238K -$8.54K -160 -3%
CQS
567
Credential Qtrade Securities
$233K -$7.52K -141 -3%
Prudential Financial
568
Prudential Financial
New Jersey
$233K +$24.6K +462 +10%
NSB
569
Norway Savings Bank
Maine
$233K +$97.1K +1,820 +59%
IA
570
IFG Advisory
Georgia
$232K -$19.9K -373 -7%
CG
571
Colony Group
Massachusetts
$232K -$14.9K -279 -5%
WAM
572
Wealthspire Advisors (Maryland)
Maryland
$232K -$5.65K -106 -2%
IAN
573
Integrated Advisors Network
Texas
$232K -$1.97K -37 -0.7%
WP
574
WealthSource Partners
California
$228K -$21.1K -395 -8%
GTAM
575
Global Trust Asset Management
Florida
$228K -$12.8K -240 -5%