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Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Parallel Advisors
California
$264K +$50K +1,566 +21%
BHWM
602
Bar Harbor Wealth Management
New Hampshire
$260K -$30.3K -949 -10%
CFMC
603
Curbstone Financial Management Corp
New Hampshire
$260K – – –
NED
604
Nancy E. Dempze
$258K -$9.9K -310 -3%
MFW
605
Mosaic Family Wealth
Missouri
$256K -$133K -4,151 -32%
TI
606
Truepoint Inc
Ohio
$253K -$6.42K -201 -2%
APP
607
Avantax Planning Partners
Iowa
$251K +$12.5K +391 +5%
IAMOG
608
Investors Asset Management of Georgia
Georgia
$248K +$268K +8,402 New
W
609
Wealthfront
California
$247K -$315K -9,864 -54%
QCG
610
Quadrant Capital Group
Ohio
$244K +$10.2K +319 +4%
LWM
611
Lenox Wealth Management
Ohio
$242K +$166K +5,195 +172%
EWM
612
Evermay Wealth Management
Virginia
$242K +$262K +8,195 New
PL
613
Parkwood LLC
Ohio
$238K -$27.6K -865 -10%
BDF
614
Balasa Dinverno & Foltz
$238K +$258K +8,083 New
AP
615
AHL Partners
United Kingdom
$237K -$1.1M -34,447 -81%
CRC
616
Curi RMB Capital
Illinois
$237K -$222K -6,944 -46%
CCMD
617
Cypress Capital Management (Delaware)
Delaware
$236K – – –
CCM
618
Canal Capital Management
Virginia
$233K +$252K +7,897 New
WCA
619
Westover Capital Advisors
Delaware
$231K +$9.9K +310 +4%
SIC
620
Sigma Investment Counselors
Michigan
$228K +$247K +7,735 New
RBC
621
Ronald Blue & Co
Georgia
$227K -$48.7K -1,525 -17%
GWM
622
Geneos Wealth Management
Colorado
$226K -$413K -12,933 -63%
CIA
623
Capital Investment Advisors
Georgia
$226K -$1.92K -60 -0.8%
CCA
624
Checchi Capital Advisers
California
$226K +$13.8K +432 +6%
HAG
625
HighPoint Advisor Group
Illinois
$224K -$11.6K -362 -4%