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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1876
TrueWealth LLC
Georgia
$388K – – –
EC
1877
Estate Counselors
Wisconsin
$388K +$371K +1,315 New
UH
1878
Unigestion Holding
Switzerland
$387K -$522K -1,853 -59%
GFS
1879
GYL Financial Synergies
Connecticut
$384K +$7.89K +28 +2%
AW
1880
ACG Wealth
Georgia
$383K -$60K -213 -14%
NC
1881
Northcape Capital
Australia
$382K +$364K +1,291 New
WT
1882
Washington Trust
Rhode Island
$381K -$101K -360 -22%
SIAS
1883
Shine Investment Advisory Services
Colorado
$381K -$5.36K -19 -1%
NP
1884
Ninepoint Partners
Ontario, Canada
$380K -$19.2K -68 -5%
EWM
1885
Empirical Wealth Management
Washington
$379K -$216K -765 -37%
SB
1886
Sunflower Bank
Texas
$379K +$361K +1,282 New
CC
1887
Callan Capital
California
$377K – – –
DWM
1888
Dorchester Wealth Management
Quebec, Canada
$376K +$358K +1,270 New
FHA
1889
First Horizon Advisors
Tennessee
$373K +$18.3K +65 +5%
NF
1890
Nikulski Financial
Iowa
$373K +$87.4K +310 +33%
HS
1891
Haafor (Singapore)
Singapore
$372K +$354K +1,257 New
PFBT
1892
Parkside Financial Bank & Trust
Missouri
$371K +$18.6K +66 +6%
BOS
1893
Bingham Osborn & Scarborough
California
$371K +$19.2K +68 +6%
NEIRG
1894
New England Investment & Retirement Group
Massachusetts
$370K – – –
AWM
1895
Absher Wealth Management
North Carolina
$368K +$43.4K +154 +14%
11A
1896
10-15 Associates
New York
$365K +$9.87K +35 +3%
CC
1897
Courier Capital
New York
$363K -$72.2K -256 -18%
AWM
1898
Aries Wealth Management
Maine
$363K -$7.05K -25 -2%
FCA
1899
FinTrust Capital Advisors
South Carolina
$362K +$105K +371 +43%
EWM
1900
Evermay Wealth Management
Virginia
$361K – – –