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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1801
Evermay Wealth Management
Virginia
$247K +$196K +1,415 New
RT
1802
Rockland Trust
Massachusetts
$245K +$194K +1,405 New
GC
1803
Grimes & Company
Massachusetts
$245K +$195K +1,410 New
HR
1804
Hayden Royal
North Carolina
$244K +$194K +1,401 New
TAM
1805
Tradition Asset Management
Virginia
$244K -$220K -1,589 -53%
FWM
1806
FSA Wealth Management
Massachusetts
$244K
RMA
1807
Roffman Miller Associates
Pennsylvania
$244K +$194K +1,402 New
CCB
1808
Cutter & Co Brokerage
Missouri
$244K +$194K +1,403 New
FRA
1809
Front Row Advisors
California
$243K -$1.38K -10 -0.7%
WSC
1810
Wellington Shields & Co
New York
$242K +$192K +1,387 New
WCA
1811
Westover Capital Advisors
Delaware
$242K +$192K +1,390 New
SQA
1812
Simon Quick Advisors
New Jersey
$241K -$2.76K -20 -1%
CYG
1813
Clean Yield Group
Vermont
$240K -$24.2K -175 -11%
PP
1814
PDS Planning
Ohio
$240K +$190K +1,377 New
CBA
1815
Coastal Bridge Advisors
Connecticut
$239K +$189K +1,369 New
KF
1816
Krilogy Financial
Missouri
$237K -$786K -5,691 -81%
STA
1817
Summit Trail Advisors
New York
$237K +$188K +1,362 New
WP
1818
WealthSource Partners
California
$236K -$163K -1,180 -47%
RDWM
1819
Red Door Wealth Management
Tennessee
$236K +$2.07K +15 +1%
TCBWMS
1820
Texas Capital Bank Wealth Management Services
Texas
$236K +$187K +1,353 New
WAG
1821
Winthrop Advisory Group
Massachusetts
$235K +$183K +1,323 New
FMW
1822
Farr Miller & Washington
District of Columbia
$235K +$186K +1,346 New
BMCM
1823
Bryn Mawr Capital Management
Pennsylvania
$235K +$187K +1,350 New
CCM
1824
Compton Capital Management
Rhode Island
$235K +$187K +1,350 New
MIM
1825
Montgomery Investment Management
Maryland
$235K +$187K +1,350 New