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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2076
Kozak & Associates
Colorado
$211K – – –
LNWTC
2077
Laird Norton Wetherby Trust Company
Washington
$211K +$14.9K +112 +7%
SMA
2078
Sage Mountain Advisors
Georgia
$211K +$86.5K +650 +55%
RIG
2079
Roosevelt Investment Group
New York
$210K +$60.6K +455 +33%
LWAM
2080
Legacy Wealth Asset Management
Minnesota
$209K – – –
JWM
2081
Jeppson Wealth Management
California
$209K +$28.6K +215 +13%
PP
2082
Patron Partners
Texas
$208K -$179K -1,344 -43%
AWM
2083
Accel Wealth Management
Iowa
$208K -$6.25K -47 -3%
EWM
2084
Evermay Wealth Management
Virginia
$208K +$1.86K +14 +0.8%
MC
2085
Machina Capital
France
$208K +$240K +1,800 New
PCM
2086
Palisade Capital Management
New Jersey
$207K -$140K -1,050 -37%
WA
2087
WBH Advisory
Maryland
$207K -$103K -775 -26%
LG
2088
LaFleur & Godfrey
Michigan
$207K +$238K +1,786 New
CWM
2089
Calamos Wealth Management
Illinois
$206K -$295K -2,220 -56%
SDWMA
2090
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K -$83K -624 -26%
TP
2091
Tranquility Partners
Tennessee
$205K – – –
BFC
2092
Bedel Financial Consulting
Indiana
$204K +$1.33K +10 +0.6%
AWG
2093
Altus Wealth Group
Colorado
$204K +$10.5K +79 +5%
GWS
2094
Glassman Wealth Services
Virginia
$203K +$64K +481 +38%
EWA
2095
Encompass Wealth Advisors
Oregon
$201K +$26.2K +197 +13%
AMR
2096
Asset Management Resources
Massachusetts
$201K +$231K +1,736 New
Fiera Capital (Canada)
2097
Fiera Capital (Canada)
Quebec, Canada
$200K -$1.2M -9,043 -84%
CAM
2098
Cozad Asset Management
Illinois
$200K -$47.4K -356 -17%
LWMG
2099
Levy Wealth Management Group
Pennsylvania
$200K – – –
AWM
2100
AllSquare Wealth Management
New York
$199K -$6.65K -50 -3%