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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
851
Investors Research Corp
Georgia
$224K +$233K +4,425 New
HPC
852
HM Payson & Co
Maine
$222K +$18.2K +345 +9%
BSW
853
Buckingham Strategic Wealth
Missouri
$221K -$4.48K -85 -2%
CPA
854
Clear Perspective Advisors
Illinois
$221K – – –
CAM
855
Cypress Asset Management
Texas
$219K – – –
DE
856
Day & Ennis
Georgia
$216K +$225K +4,274 New
WPP
857
Whalerock Point Partners
Rhode Island
$215K -$31.6K -600 -12%
KIA
858
KCM Investment Advisors
California
$213K +$222K +4,214 New
GWM
859
Geneos Wealth Management
Colorado
$212K +$39.2K +744 +22%
TCOV
860
Trust Company of Vermont
Vermont
$210K -$57.9K -1,100 -21%
HCMT
861
Highland Capital Management (Tennessee)
Tennessee
$207K -$2.37M -44,936 -92%
S
862
SignatureFD
Georgia
$207K -$1.79K -34 -0.8%
CCA
863
Catalyst Capital Advisors
New York
$207K – – –
BMCM
864
Bryn Mawr Capital Management
Pennsylvania
$205K – – –
MCM
865
Mitchell Capital Management
Kansas
$204K +$213K +4,040 New
GCAC
866
Guardian Capital Advisors (Canada)
Ontario, Canada
$202K -$8.96K -170 -4%
BP
867
Ballentine Partners
Massachusetts
$202K -$3.95K -75 -2%
AAM
868
AR Asset Management
California
$202K – – –
IWC
869
Integrated Wealth Concepts
Massachusetts
$202K +$204K +3,879 New
Mariner
870
Mariner
Kansas
$201K +$210K +3,982 New
FPFS
871
First Personal Financial Services
North Carolina
$195K +$67.2K +1,275 +49%
TF
872
Tompkins Financial
New York
$193K +$2.42K +46 +1%
VFA
873
Valeo Financial Advisors
Indiana
$191K +$46.8K +888 +31%
SWA
874
Sutton Wealth Advisors
Florida
$187K – – –
TG
875
TLP Group
Illinois
$187K +$195K +3,702 New