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Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
1351
Heritage Wealth Advisors
Virginia
$369K +$6.41K +68 +2%
WC
1352
Whitney & Co
New York
$368K +$94 +1 +0%
QPWM
1353
Quadrant Private Wealth Management
Pennsylvania
$367K -$1.6K -17 -0.4%
IF
1354
Insight Folios
North Carolina
$366K +$30.7K +326 +8%
NEWAS
1355
N.E.W. Advisory Services
Wisconsin
$366K -$46.7K -495 -11%
PWM
1356
Paulson Wealth Management
Illinois
$366K +$28.2K +299 +8%
NAM
1357
NTV Asset Management
West Virginia
$366K – – –
PAM
1358
Peak Asset Management
Colorado
$366K +$189 +2 +0%
WDG
1359
Wealth Dimensions Group
Ohio
$365K +$1.79K +19 +0.5%
CBTWT
1360
Community Bank & Trust (Waco, Texas)
Texas
$365K -$1.42K -15 -0.4%
FCB
1361
First County Bank
Connecticut
$365K -$1.6K -17 -0.4%
EP Wealth Advisors
1362
EP Wealth Advisors
California
$364K -$172K -1,821 -14%
MIM
1363
Marco Investment Management
Georgia
$364K – – –
SAM
1364
SignalPoint Asset Management
Missouri
$363K -$4.9K -52 -1%
VSQM
1365
V-Square Quantitative Management
Illinois
$362K +$389K +4,121 New
Crestwood Advisors Group
1366
Crestwood Advisors Group
Massachusetts
$361K +$41K +435 +12%
AA
1367
Auxano Advisors
Washington
$358K – – –
EBA
1368
Eagle Bay Advisors
New York
$358K -$13.7K -145 -3%
CD
1369
Chapin Davis
Maryland
$358K -$184K -1,947 -32%
PSIWM
1370
Paradigm Strategies in Wealth Management
Minnesota
$357K +$943 +10 +0.2%
LOAMS
1371
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K – – –
CWP
1372
Concord Wealth Partners
Virginia
$357K -$127K -1,349 -25%
PP
1373
PDS Planning
Ohio
$356K +$6.04K +64 +2%
PSCM
1374
Per Stirling Capital Management
Texas
$355K – – –
Forum Financial Management
1375
Forum Financial Management
Illinois
$355K +$94 +1 +0%