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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$159K -$2.35K -41 -1%
CWM
652
Cedar Wealth Management
California
$157K -$62K -1,080 -28%
DWM
653
Destination Wealth Management
California
$156K +$157K +2,739 New
ECM
654
EII Capital Management
New York
$153K +$155K +2,693 New
MCWS
655
McKinley Carter Wealth Services
West Virginia
$148K +$150K +2,606 New
ACS
656
Archford Capital Strategies
Illinois
$148K +$159K +2,766 New
TCM
657
Tradewinds Capital Management
Washington
$146K -$11.3K -197 -7%
MGIA
658
Moneta Group Investment Advisors
Missouri
$145K
AIM
659
Anchor Investment Management
South Carolina
$141K
SP
660
SWS Partners
Ohio
$138K +$141K +2,451 New
FWM
661
Focused Wealth Management
New York
$129K
PCG
662
Private Capital Group
Connecticut
$126K -$8.67K -151 -6%
EFSCE
663
Enterprise Financial Services Corp (EFSC)
Missouri
$119K -$3.62K -63 -3%
HFM
664
Hartford Financial Management
Connecticut
$117K +$26.1K +454 +28%
HCM
665
Highlander Capital Management
New Jersey
$116K
WEC
666
Winslow Evans & Crocker
Massachusetts
$115K -$2.75K -48 -2%
GFP
667
Gryphon Financial Partners
Ohio
$114K -$15.6K -271 -12%
AOWM
668
Alpha Omega Wealth Management
Virginia
$113K
MCA
669
Mercer Capital Advisers
New Jersey
$113K
EWM
670
Endurance Wealth Management
Rhode Island
$112K -$17.2K -300 -13%
RWA
671
Ropes Wealth Advisors
Massachusetts
$112K
TC
672
Trust Company
Kansas
$112K
CCM
673
Cribstone Capital Management
Maine
$102K
VFA
674
Valeo Financial Advisors
Indiana
$102K
KC
675
KHP Capital
Oklahoma
$95K +$96.1K +1,674 New