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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1226
Keudell/Morrison Wealth Management
Oregon
$752K -$43.6K -265 -6%
CP
1227
Castleview Partners
Texas
$752K -$5.75K -35 -0.8%
9WM
1228
9258 Wealth Management
Ohio
$750K -$3.29K -20 -0.5%
NP
1229
Ninepoint Partners
Ontario, Canada
$749K -$115K -700 -14%
EAM
1230
Evanson Asset Management
California
$749K -$8.22K -50 -1%
GJWM
1231
Gilliland Jeter Wealth Management
Arkansas
$747K – – –
ZIG
1232
Zullo Investment Group
Pennsylvania
$744K – – –
AT
1233
American Trust
Kentucky
$744K +$684K +4,160 New
BWP
1234
BSW Wealth Partners
Colorado
$743K +$64.9K +395 +11%
ECM
1235
Elgethun Capital Management
South Dakota
$742K -$140K -850 -17%
OWA
1236
Outlook Wealth Advisors
Texas
$740K -$6.58K -40 -1%
Meyer Handelman Company
1237
Meyer Handelman Company
New York
$738K – – –
BI
1238
BlueSpruce Investments
Illinois
$733K -$329K -2,000 -33%
C
1239
Covestor
United Kingdom
$733K +$321K +1,955 +91%
RIA
1240
Regal Investment Advisors
Michigan
$729K -$41.1K -250 -6%
LAM
1241
L2 Asset Management
Massachusetts
$724K +$22.2K +135 +3%
Driehaus Capital Management
1242
Driehaus Capital Management
Illinois
$722K -$50.1K -305 -7%
BGA
1243
Battery Global Advisors
Massachusetts
$721K +$14.8K +90 +2%
NB
1244
NBT Bank
New York
$721K +$215K +1,305 +48%
TPW
1245
Talon Private Wealth
Florida
$721K +$663K +4,030 New
LAM
1246
Lewis Asset Management
California
$719K -$73.2K -445 -10%
ICP
1247
Interchange Capital Partners
Pennsylvania
$718K -$5.75K -35 -0.9%
South Dakota Investment Council
1248
South Dakota Investment Council
South Dakota
$716K – – –
FM
1249
Freemont Management
Switzerland
$716K – – –
CSPIA
1250
Cary Street Partners Investment Advisory
Virginia
$715K – – –