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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
826
Sigma Planning Corp
Michigan
$246K -$4.7K -20 -2%
TWP
827
Tempus Wealth Planning
California
$245K – – –
GWS
828
Glassman Wealth Services
Virginia
$245K +$941 +4 +0.4%
LPIC
829
LeJeune Puetz Investment Counsel
Michigan
$243K – – –
LWAC
830
Laurel Wealth Advisors (California)
California
$240K -$101K -431 -29%
CS
831
Cannell & Spears
New York
$240K – – –
LBC
832
Lowe Brockenbrough & Co
Virginia
$237K -$58.3K -248 -19%
IMOV
833
Investment Management of Virginia
Virginia
$237K – – –
GWM
834
Geneos Wealth Management
Colorado
$236K -$1.41K -6 -0.6%
CFG
835
Citizens Financial Group
Rhode Island
$236K +$245K +1,042 New
EA
836
Eudaimonia Advisors
Tennessee
$233K -$236K -1,004 -49%
HWM
837
HB Wealth Management
Georgia
$233K +$23.3K +99 +11%
CRC
838
Curi RMB Capital
Illinois
$232K +$11.3K +48 +5%
HDIM
839
Hanson & Doremus Investment Management
Vermont
$230K -$3.06K -13 -1%
PFM
840
Parsec Financial Management
North Carolina
$228K – – –
RWB
841
RMR Wealth Builders
New Jersey
$227K +$235K +1,001 New
EWM
842
Endurance Wealth Management
Rhode Island
$226K -$176K -748 -43%
CYG
843
Clean Yield Group
Vermont
$226K – – –
ETM
844
Euclidean Technologies Management
Washington
$224K – – –
Bank Julius Baer & Co
845
Bank Julius Baer & Co
Switzerland
$224K +$3.06K +13 +1%
ITIM
846
Indiana Trust & Investment Management
Indiana
$222K – – –
SWM
847
Stockman Wealth Management
Montana
$218K – – –
QCM
848
Quantinno Capital Management
New York
$216K -$568K -2,417 -72%
JWCA
849
J.W. Cole Advisors
Florida
$216K -$235 -1 -0.1%
AG
850
AlphaSimPlex Group
Massachusetts
$216K +$48.7K +207 +28%