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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
651
EP Wealth Advisors
California
$227K -$13.5K -248 -6%
MFG
652
MidWestOne Financial Group
Iowa
$227K
SFG
653
SevenBridge Financial Group
Pennsylvania
$225K -$41.1K -757 -15%
FAIM
654
Financial Advocates Investment Management
Washington
$225K -$12.3K -227 -5%
FCM
655
Fourpath Capital Management
Oklahoma
$224K
GIA
656
Guyasuta Investment Advisors
Pennsylvania
$222K -$17.4K -320 -7%
PG
657
Patten Group
Tennessee
$222K +$222K +4,079 New
WH
658
Willner & Heller
California
$221K +$218K +4,017 New
IGWM
659
ICA Group Wealth Management
Colorado
$220K +$223K +4,109 New
FPCP
660
Fort Point Capital Partners
California
$219K
CIAS
661
Capital Investment Advisory Services
North Carolina
$219K +$219K +4,023 New
CWM
662
C2C Wealth Management
Arizona
$218K -$19.2K -354 -8%
CIBC Asset Management
663
CIBC Asset Management
Ontario, Canada
$218K +$217K +4,004 New
RWA
664
Redhawk Wealth Advisors
Minnesota
$217K +$163 +3 +0.1%
RC
665
RegentAtlantic Capital
New Jersey
$217K +$217K +3,986 New
BAM
666
Blueshift Asset Management
New Jersey
$217K +$217K +3,991 New
CA
667
Clearstead Advisors
Ohio
$215K +$16.9K +311 +9%
FCBT
668
First Citizens Bank & Trust
North Carolina
$215K +$16.9K +312 +9%
FCA
669
FinTrust Capital Advisors
South Carolina
$213K -$7.06K -130 -3%
MP
670
McDonald Partners
Ohio
$213K +$213K +3,917 New
LWAC
671
Laurel Wealth Advisors (California)
California
$212K -$18.1K -333 -8%
CCM
672
Compton Capital Management
Rhode Island
$212K
HI
673
Hudock Inc
Pennsylvania
$212K +$1.09K +20 +0.5%
SIAP
674
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K +$200K +3,689 +1,845%
WA
675
Wealth Architects
California
$211K +$2.12K +39 +1%