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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
851
Clear Perspective Advisors
Illinois
$221K
CAM
852
Cypress Asset Management
Texas
$219K
DE
853
Day & Ennis
Georgia
$216K +$225K +4,274 New
WPP
854
Whalerock Point Partners
Rhode Island
$215K -$31.6K -600 -12%
KIA
855
KCM Investment Advisors
California
$213K +$222K +4,214 New
GWM
856
Geneos Wealth Management
Colorado
$212K +$39.2K +744 +22%
TCOV
857
Trust Company of Vermont
Vermont
$210K -$57.9K -1,100 -21%
HCMT
858
Highland Capital Management (Tennessee)
Tennessee
$207K -$2.37M -44,936 -92%
S
859
SignatureFD
Georgia
$207K -$1.79K -34 -0.8%
CCA
860
Catalyst Capital Advisors
New York
$207K
BMCM
861
Bryn Mawr Capital Management
Pennsylvania
$205K
MCM
862
Mitchell Capital Management
Kansas
$204K +$213K +4,040 New
GCAC
863
Guardian Capital Advisors (Canada)
Ontario, Canada
$202K -$8.96K -170 -4%
BP
864
Ballentine Partners
Massachusetts
$202K -$3.95K -75 -2%
AAM
865
AR Asset Management
California
$202K
IWC
866
Integrated Wealth Concepts
Massachusetts
$202K +$204K +3,879 New
Mariner
867
Mariner
Kansas
$201K +$210K +3,982 New
FPFS
868
First Personal Financial Services
North Carolina
$195K +$67.2K +1,275 +49%
TF
869
Tompkins Financial
New York
$193K +$2.42K +46 +1%
VFA
870
Valeo Financial Advisors
Indiana
$191K +$46.8K +888 +31%
SWA
871
Sutton Wealth Advisors
Florida
$187K
TG
872
TLP Group
Illinois
$187K +$195K +3,702 New
IWP
873
Icon Wealth Partners
Texas
$184K +$192K +3,638 New
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$182K
TA
875
Townsend & Associates
Colorado
$175K +$182K +3,458 New