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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1876
Evermay Wealth Management
Virginia
$413K – – –
SCA
1877
Stonebridge Capital Advisors
Minnesota
$413K +$5.53K +17 +1%
CCA
1878
Conestoga Capital Advisors
Pennsylvania
$411K – – –
BCM
1879
Becker Capital Management
Oregon
$411K +$25.7K +79 +7%
FLI
1880
Family Legacy Inc
South Carolina
$411K +$35.8K +110 +10%
LSPW
1881
Lake Street Private Wealth
Illinois
$410K +$6.83K +21 +2%
NB
1882
NBT Bank
New York
$410K +$11.1K +34 +3%
BCAM
1883
Boston Common Asset Management
Massachusetts
$409K – – –
WPC
1884
Waters Parkerson & Co
Louisiana
$409K – – –
KFGK
1885
Keystone Financial Group (Kentucky)
Kentucky
$409K +$11.1K +34 +3%
FNT
1886
First Nebraska Trust
Nebraska
$407K – – –
FHA
1887
First Horizon Advisors
Tennessee
$407K -$18.9K -58 -5%
FFW
1888
Fusion Family Wealth
New York
$407K – – –
SB
1889
Sunflower Bank
Texas
$406K -$26K -80 -6%
SLG
1890
Stanley-Laman Group
Pennsylvania
$405K -$5.85K -18 -1%
XWM
1891
Xcel Wealth Management
Florida
$405K – – –
CHA
1892
Carmichael Hill & Associates
Maryland
$404K – – –
SCI
1893
S&CO Inc
Massachusetts
$404K +$650 +2 +0.2%
Financial Engines Advisors
1894
Financial Engines Advisors
California
$404K +$125K +385 +47%
SFWA
1895
Summit Financial Wealth Advisors
Louisiana
$403K -$47.5K -146 -9%
VCM
1896
Vivaldi Capital Management
Illinois
$400K -$44.2K -136 -10%
AWM
1897
Alterna Wealth Management
Texas
$398K -$282K -867 -42%
KLCM
1898
KG&L Capital Management
Louisiana
$398K +$383K +1,177 New
YMRC
1899
Yorktown Management & Research Company
Virginia
$396K +$380K +1,170 New
IC
1900
Intersect Capital
California
$396K +$381K +1,172 New