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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
701
Beese Fulmer Investment Management
Ohio
$246K -$2.62K -160 -1%
ACA
702
Aptus Capital Advisors
Alabama
$243K -$16.3K -995 -7%
SC
703
Schulhoff & Co
Ohio
$241K -$26.1K -1,595 -10%
WTB
704
Washington Trust Bank
Washington
$241K
PJWM
705
Philip James Wealth Mangement
Georgia
$240K +$11.9K +726 +6%
XF
706
XML Financial
Maryland
$239K -$58.9K -3,600 -21%
EWM
707
Evercore Wealth Management
New York
$239K -$76.2K -4,658 -25%
VFA
708
Valeo Financial Advisors
Indiana
$238K -$290K -17,752 -56%
EAM
709
Eventide Asset Management
Massachusetts
$238K -$209K -12,794 -48%
A
710
AlphaQuest
New York
$236K -$192K -11,766 -46%
PWP
711
Principle Wealth Partners
Connecticut
$236K -$8.17K -500 -4%
AFT
712
Alpha Family Trust
California
$235K +$223K +13,640 New
CAMG
713
CWA Asset Management Group
Florida
$235K +$5.71K +349 +3%
IWC
714
Integrated Wealth Concepts
Massachusetts
$235K -$25.8K -1,581 -10%
WCA
715
Whetstone Capital Advisors
Kansas
$232K +$15K +919 +7%
IAIM
716
International Assets Investment Management
Florida
$228K -$145K -8,839 -40%
HWAM
717
Hennion & Walsh Asset Management
New Jersey
$225K +$30.2K +1,846 +16%
MIC
718
Meridian Investment Counsel
California
$225K -$13.5K -828 -6%
CIA
719
Concurrent Investment Advisors
Florida
$225K +$213K +13,040 New
HCM
720
Howard Capital Management
Georgia
$225K +$1.13K +69 +0.5%
CAM
721
Cidel Asset Management
Ontario, Canada
$223K +$211K +12,916 New
GEM
722
Global Endowment Management
North Carolina
$221K -$71K -4,342 -25%
MYIA
723
Mount Yale Investment Advisors
Colorado
$219K -$60.8K -3,717 -23%
KWA
724
Kingswood Wealth Advisors
California
$219K -$100K -6,137 -33%
YIA
725
YHB Investment Advisors
Connecticut
$219K -$345K -21,084 -62%