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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
726
West Paces Advisors
Georgia
$281K
EFG
727
Everhart Financial Group
Ohio
$279K +$252K +746 New
ACA
728
Aptus Capital Advisors
Alabama
$276K -$338 -1 -0.1%
BA
729
Bristlecone Advisors
Washington
$276K
KAS
730
KPP Advisory Services
Kentucky
$274K -$7.09K -21 -3%
CIA
731
CCM Investment Advisers
South Carolina
$269K -$5.07K -15 -2%
BTWM
732
Baker Tilly Wealth Management
Wisconsin
$265K -$374K -1,107 -61%
H
733
HoyleCohen
California
$265K
PTC
734
Private Trust Company
Ohio
$264K +$6.75K +20 +3%
LIA
735
Luken Investment Analytics
Tennessee
$262K
MWM
736
Modera Wealth Management
New Jersey
$261K -$16.5K -49 -7%
VCG
737
Vantage Consulting Group
Virginia
$261K -$15.9K -47 -6%
CE
738
Cornerstone Enterprises
Wisconsin
$259K
CBTWT
739
Community Bank & Trust (Waco, Texas)
Texas
$258K -$18.6K -55 -7%
BFS
740
Beacon Financial Strategies
North Carolina
$257K
OCBCO
741
Oversea-Chinese Banking Corp (OCBC)
Singapore
$257K -$442K -1,309 -66%
Fuller & Thaler Asset Management
742
Fuller & Thaler Asset Management
California
$254K
FP
743
Financial Perspectives
Minnesota
$253K
SQA
744
Simon Quick Advisors
New Jersey
$252K +$228K +674 New
FWTB
745
First Western Trust Bank
Colorado
$251K -$24.6K -73 -10%
FPAS
746
Focus Partners Advisor Solutions
Missouri
$251K -$48.6K -144 -18%
CSB
747
City State Bank
Iowa
$250K +$77.7K +230 +52%
CCM
748
Chickasaw Capital Management
Tennessee
$249K
SMA
749
Sage Mountain Advisors
Georgia
$249K +$225K +665 New
EFM
750
E Fund Management
China
$247K -$16.5K -49 -7%