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Name Holding Trade Value Shares
Change
Change in
Stake
NED
601
Nancy E. Dempze
$258K -$9.9K -310 -3%
MFW
602
Mosaic Family Wealth
Missouri
$256K -$133K -4,151 -32%
TI
603
Truepoint Inc
Ohio
$253K -$6.42K -201 -2%
APP
604
Avantax Planning Partners
Iowa
$251K +$12.5K +391 +5%
IAMOG
605
Investors Asset Management of Georgia
Georgia
$248K +$268K +8,402 New
W
606
Wealthfront
California
$247K -$315K -9,864 -54%
QCG
607
Quadrant Capital Group
Ohio
$244K +$10.2K +319 +4%
LWM
608
Lenox Wealth Management
Ohio
$242K +$166K +5,195 +172%
EWM
609
Evermay Wealth Management
Virginia
$242K +$262K +8,195 New
PL
610
Parkwood LLC
Ohio
$238K -$27.6K -865 -10%
BDF
611
Balasa Dinverno & Foltz
$238K +$258K +8,083 New
AP
612
AHL Partners
United Kingdom
$237K -$1.1M -34,447 -81%
CRC
613
Curi RMB Capital
Illinois
$237K -$222K -6,944 -46%
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$236K
CCM
615
Canal Capital Management
Virginia
$233K +$252K +7,897 New
WCA
616
Westover Capital Advisors
Delaware
$231K +$9.9K +310 +4%
SIC
617
Sigma Investment Counselors
Michigan
$228K +$247K +7,735 New
RBC
618
Ronald Blue & Co
Georgia
$227K -$48.7K -1,525 -17%
GWM
619
Geneos Wealth Management
Colorado
$226K -$413K -12,933 -63%
CIA
620
Capital Investment Advisors
Georgia
$226K -$1.92K -60 -0.8%
CCA
621
Checchi Capital Advisers
California
$226K +$13.8K +432 +6%
HAG
622
HighPoint Advisor Group
Illinois
$224K -$11.6K -362 -4%
CWM
623
Concert Wealth Management
California
$220K
GW
624
GW & Wade
Massachusetts
$216K +$6.33K +198 +3%
AWM
625
AE Wealth Management
Kansas
$214K -$3.51K -110 -1%