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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1176
Everett Harris & Co
California
$229K -$5.18K -50 -2%
EAM
1177
Evanson Asset Management
California
$229K – – –
MWM
1178
Mission Wealth Management
California
$227K +$228K +2,198 New
QAM
1179
Quantres Asset Management
Cayman Islands
$227K +$228K +2,200 New
AWM
1180
Altavista Wealth Management
North Carolina
$225K -$80.6K -779 -26%
CAW
1181
Cornerstone Advisors (Washington)
Washington
$225K +$75.5K +729 +50%
CPA
1182
Court Place Advisors
Maryland
$220K – – –
AOWM
1183
Alpha Omega Wealth Management
Virginia
$220K +$221K +2,135 New
CWM
1184
Cornerstone Wealth Management
Missouri
$219K +$207 +2 +0.1%
STMM
1185
South Texas Money Management
Texas
$219K +$220K +2,121 New
JDR
1186
Jay D. Rosenbaum
$218K – – –
IAA
1187
Ironsides Asset Advisors
North Carolina
$216K -$92.8K -896 -30%
AssetMark Inc
1188
AssetMark Inc
California
$216K +$3.11K +30 +1%
CG
1189
Caprock Group
Idaho
$215K -$313K -3,026 -59%
GWM
1190
Geneos Wealth Management
Colorado
$213K +$12.3K +119 +6%
SC
1191
Skylands Capital
Wisconsin
$212K – – –
CFA
1192
Cahill Financial Advisors
Minnesota
$212K +$104 +1 +0%
NDSI
1193
Newman Dignan & Sheerar Inc
Rhode Island
$211K +$211K +2,039 New
B
1194
Bridgeworth
Alabama
$210K +$203K +1,957 New
IWM
1195
IHT Wealth Management
Illinois
$208K +$204K +1,972 New
MBT
1196
Montecito Bank & Trust
California
$208K +$209K +2,015 New
HHGA
1197
Halbert Hargrove Global Advisors
California
$207K -$7.97K -77 -4%
HCP
1198
Holt Capital Partners
Texas
$206K – – –
B
1199
Brightworth
Georgia
$206K +$206K +1,993 New
VCM
1200
Versant Capital Management
Arizona
$205K -$18.7K -181 -8%