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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Evergreen Capital Management
Washington
$1.05M -$10.9K -80 -1%
FFS
227
Founders Financial Securities
Maryland
$1.04M +$69.7K +512 +7%
HI
228
Horizon Investments
North Carolina
$1.04M +$71.5K +525 +7%
JIC
229
Johnson Investment Counsel
Ohio
$1.03M -$64.1K -471 -6%
BTWM
230
Baker Tilly Wealth Management
Wisconsin
$1.02M -$1.49M -10,912 -58%
RJT
231
Raymond James Trust
Florida
$1.02M +$235K +1,730 +28%
PWPS
232
Pinnacle Wealth Planning Services
Ohio
$1.01M +$20.3K +149 +2%
SW
233
SlateStone Wealth
Florida
$987K
S
234
SimplyRich
California
$953K
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$952K +$99.9K +734 +11%
AA
236
ALPS Advisors
Colorado
$936K -$139K -1,018 -12%
WA
237
Wealth Alliance
New York
$925K -$18K -132 -2%
BC
238
Burney Company
Virginia
$912K +$408 +3 +0%
VWM
239
Venturi Wealth Management
Texas
$910K +$3.27K +24 +0.3%
ADL
240
Asset Dedication LLC
California
$892K -$22.2K -163 -2%
SWS
241
SYSTM Wealth Solutions
Illinois
$888K +$93.1K +684 +11%
BPA
242
Beacon Pointe Advisors
California
$885K +$123K +906 +15%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$873K -$7.08K -52 -0.8%
1832 Asset Management
244
1832 Asset Management
Ontario, Canada
$841K -$16.1K -118 -2%
BW
245
Bison Wealth
Georgia
$840K +$884K +6,498 New
AC
246
Abbrea Capital
California
$840K
PWG
247
Portside Wealth Group
Utah
$823K +$180K +1,321 +26%
AWM
248
AE Wealth Management
Kansas
$816K +$141K +1,037 +20%
GF
249
Gabelli Funds
New York
$815K
AAM
250
Advisors Asset Management
Colorado
$806K -$34K -250 -4%