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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
801
Kelly Lawrence W & Associates
California
$138K – – –
SBSB
802
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K – – –
HIA
803
Harbor Investment Advisory
Maryland
$138K +$42.9K +374 +45%
NNP
804
Nachman Norwood & Parrott
South Carolina
$121K +$121K +1,058 New
EP
805
Eudaimonia Partners
Tennessee
$117K -$30.5K -266 -21%
Edmond de Rothschild Holding
806
Edmond de Rothschild Holding
Switzerland
$114K +$114K +996 New
DWA
807
Dougherty Wealth Advisers
Minnesota
$113K – – –
Covington Capital Management
808
Covington Capital Management
California
$111K – – –
PMFA
809
Plante Moran Financial Advisors
Michigan
$111K +$344 +3 +0.3%
MUFG Americas
810
MUFG Americas
New York
$109K – – –
BFC
811
Bedel Financial Consulting
Indiana
$107K – – –
RWA
812
Ropes Wealth Advisors
Massachusetts
$99K – – –
EI
813
Ellevest Inc
New York
$99K +$11.5K +100 +13%
FP
814
Fiduciary Planning
Florida
$98K +$98.3K +858 New
WB
815
Webster Bank
Connecticut
$97K – – –
PFWA
816
Paces Ferry Wealth Advisors
Georgia
$97K +$96.8K +845 New
SNT
817
Security National Trust
West Virginia
$94K -$2.87K -25 -3%
HCP
818
Hexagon Capital Partners
Arkansas
$94K +$104K +905 New
KFS
819
Kelly Financial Services
Massachusetts
$93.5K – – –
BCA
820
Berman Capital Advisors
Georgia
$90K – – –
VAIA
821
Virtus Alternative Investment Advisers
Connecticut
$88K +$42.5K +371 +94%
CFN
822
Cordasco Financial Network
Florida
$87K – – –
SFSIG
823
San Francisco Sentry Investment Group
California
$86K – – –
VC
824
Vestor Capital
Illinois
$86K +$85.8K +749 New
TD Ameritrade Investment Management
825
TD Ameritrade Investment Management
Nebraska
$84K +$6.88K +60 +9%