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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
926
Simon Quick Advisors
New Jersey
$242K -$12.1K -100 -4%
RC
927
RegentAtlantic Capital
New Jersey
$242K +$26.6K +220 +11%
PP
928
PDS Planning
Ohio
$242K +$265K +2,190 New
EH
929
Equitable Holdings
New York
$240K +$262K +2,170 New
SM
930
Sciencast Management
New Jersey
$239K +$242K +2,000 New
SEIA
931
Signature Estate & Investment Advisors
California
$239K +$261K +2,160 New
NDSI
932
Newman Dignan & Sheerar Inc
Rhode Island
$238K
VWM
933
Valley Wealth Managers
New Jersey
$238K
VWA
934
Visionary Wealth Advisors
Illinois
$238K +$2.42K +20 +0.9%
WA
935
Wealth Architects
California
$238K +$12.1K +100 +5%
DBRC
936
D.B. Root & Company
Pennsylvania
$237K +$260K +2,150 New
BCM
937
Bourgeon Capital Management
Connecticut
$236K
HPC
938
HM Payson & Co
Maine
$236K +$139K +1,150 +117%
CFA
939
Capstone Financial Advisors
Illinois
$236K +$257K +2,130 New
LWIC
940
Leith Wheeler Investment Counsel
British Columbia, Canada
$235K -$21.7K -180 -8%
CAM
941
Cypress Asset Management
Texas
$231K
MF
942
Magnetar Financial
Illinois
$230K +$251K +2,080 New
FNC
943
First National Corp
Massachusetts
$229K
SFS
944
Summit Financial Strategies
Ohio
$228K +$249K +2,060 New
PFA
945
Paradigm Financial Advisors
Missouri
$224K +$27.8K +230 +13%
ANHIM
946
Alan N. Hoffman Investment Management
Massachusetts
$224K +$244K +2,020 New
KWP
947
Keystone Wealth Partners
Arizona
$222K +$1.21K +10 +0.5%
GG
948
Gleason Group
Kentucky
$221K
MCM
949
Maple Capital Management
Vermont
$221K
SAMT
950
Select Asset Management & Trust
Pennsylvania
$221K