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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$229K -$23.9K -700 -10%
AOWM
702
Alpha Omega Wealth Management
Virginia
$227K – – –
SAM
703
SignalPoint Asset Management
Missouri
$227K – – –
6M
704
6 Meridian
Kansas
$226K +$215K +6,291 New
FTC
705
Farmers Trust Company
Ohio
$225K -$5.47K -160 -2%
GW & Wade
706
GW & Wade
Massachusetts
$225K +$213K +6,239 New
SIC
707
Sigma Investment Counselors
Michigan
$225K +$214K +6,252 New
PP
708
Patron Partners
Texas
$225K +$214K +6,264 New
BWP
709
BSW Wealth Partners
Colorado
$224K +$212K +6,217 New
Advisors Asset Management
710
Advisors Asset Management
Colorado
$221K +$29.2K +854 +16%
ACG
711
Allen Capital Group
Nebraska
$219K +$208K +6,089 New
Avantax Advisory Services
712
Avantax Advisory Services
Texas
$217K +$206K +6,016 New
LOAME
713
Lombard Odier Asset Management (Europe)
United Kingdom
$216K -$607K -17,778 -75%
PPW
714
Parcion Private Wealth
Washington
$216K +$205K +6,000 New
Coldstream Capital Management
715
Coldstream Capital Management
Washington
$215K -$18.9K -552 -8%
FWM
716
Frontier Wealth Management
Missouri
$215K +$204K +5,971 New
Capital Investment Advisors
717
Capital Investment Advisors
Georgia
$215K +$204K +5,977 New
CPO
718
Cerity Partners OCIO
New York
$213K -$144K -4,227 -42%
MWPCG
719
Measured Wealth Private Client Group
New Hampshire
$213K +$202K +5,919 New
Allworth Financial
720
Allworth Financial
California
$212K +$65.7K +1,923 +48%
MA
721
Mutual Advisors
Nebraska
$211K +$201K +5,869 New
Vaughan David Investments
722
Vaughan David Investments
Illinois
$210K -$55.5K -1,625 -22%
LFA
723
Legacy Financial Advisors
Kentucky
$209K +$199K +5,820 New
CL
724
CPWM LLC
Washington
$208K +$197K +5,770 New
FIM
725
Fruth Investment Management
Texas
$205K +$195K +5,700 New