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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$286K -$22.9K -104 -8%
FFM
652
Forum Financial Management
Illinois
$284K +$220 +1 +0.1%
FCM
653
Frontier Capital Management
Massachusetts
$283K -$879 -4 -0.3%
IFWM
654
Institute for Wealth Management
Colorado
$281K -$7.69K -35 -3%
EWA
655
EverSource Wealth Advisors
Alabama
$281K -$8.13K -37 -3%
CCG
656
Chatham Capital Group
Georgia
$281K +$4.18K +19 +2%
Fisher Asset Management
657
Fisher Asset Management
Washington
$279K +$440 +2 +0.2%
CIA
658
Choate Investment Advisors
Massachusetts
$278K -$53.2K -242 -16%
EWM
659
Empirical Wealth Management
Washington
$278K
ESB
660
Essex Savings Bank
Connecticut
$278K
CA
661
Claro Advisors
Massachusetts
$277K +$272K +1,239 New
TPI
662
Trust Point Inc
Wisconsin
$277K +$2.2K +10 +0.8%
QCM
663
Qsemble Capital Management
New York
$276K +$271K +1,233 New
STA
664
Summit Trail Advisors
New York
$273K -$6.81K -31 -2%
ISL
665
Ingalls & Snyder LLC
New York
$273K +$8.79K +40 +3%
JIC
666
Johnson Investment Counsel
Ohio
$272K +$659 +3 +0.2%
CFG
667
Carr Financial Group
Massachusetts
$270K +$879 +4 +0.3%
SI
668
Stephens Inc
Arkansas
$270K -$37.6K -171 -12%
ECM
669
Evergreen Capital Management
Washington
$268K -$3.08K -14 -1%
WA
670
Wealth Alliance
New York
$263K +$2.64K +12 +1%
DAS
671
Dynamic Advisor Solutions
Arizona
$263K +$4.83K +22 +2%
EA
672
Everpar Advisors
Oklahoma
$262K -$67.5K -307 -21%
SIA
673
Strategic Investment Advisors
Michigan
$262K -$9.23K -42 -3%
LFAS
674
Level Four Advisory Services
Texas
$259K -$879 -4 -0.4%
CP
675
Covenant Partners
Tennessee
$259K +$2.64K +12 +1%