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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SevenBridge Financial Group
Pennsylvania
$242K -$126K -2,757 -35%
GT
752
Greenleaf Trust
Michigan
$242K -$60.6K -1,326 -20%
GWM
753
Geneos Wealth Management
Colorado
$242K +$69.2K +1,515 +41%
HFS
754
HL Financial Services
Kentucky
$240K -$11.1K -243 -5%
IWA
755
Intercontinental Wealth Advisors
Texas
$238K – – –
WG
756
Winton Group
United Kingdom
$237K -$10.3K -225 -4%
HIC
757
Holderness Investments Company
North Carolina
$237K -$9.14K -200 -4%
RTS
758
Round Table Services
New Jersey
$233K +$228K +4,982 New
SSB
759
Sandy Spring Bank
Maryland
$231K – – –
EM
760
Excalibur Management
Massachusetts
$230K -$114K -2,485 -34%
BSW
761
Buckingham Strategic Wealth
Missouri
$229K -$68.6K -1,501 -23%
BCM
762
Breiter Capital Management
Florida
$226K – – –
WSTAM
763
Wilbanks Smith & Thomas Asset Management
Virginia
$225K +$3.84K +84 +2%
SCM
764
Sterneck Capital Management
Missouri
$224K -$17.4K -380 -7%
CS
765
Comerica Securities
Michigan
$218K +$1.55K +34 +0.7%
BONST
766
Bank of Nova Scotia Trust
Ontario, Canada
$214K -$27.4K -600 -12%
NFG
767
Next Financial Group
Texas
$213K -$7.13K -156 -3%
FM
768
Foster & Motley
Ohio
$213K +$208K +4,558 New
GAMC
769
Garner Asset Management Corp
Texas
$212K -$13.7K -300 -6%
B
770
Bridgeworth
Alabama
$212K +$59.4K +1,300 +29%
NPPM
771
North Point Portfolio Managers
Ohio
$210K -$10.7K -234 -5%
AssetMark Inc
772
AssetMark Inc
California
$209K -$10.3K -226 -5%
BAM
773
Berkshire Asset Management
Pennsylvania
$209K +$205K +4,477 New
LA
774
Legacy Advisors
Pennsylvania
$208K +$203K +4,450 New
FMBTD
775
First Midwest Bank Trust Division
Illinois
$207K -$56.8K -1,243 -22%