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Name Holding Trade Value Shares
Change
Change in
Stake
MHC
951
Meyer Handelman Company
New York
$394K
SOS
952
Silver Oak Securities
Tennessee
$394K +$394K +564 New
NAS
953
Nicolet Advisory Services
Wisconsin
$391K +$40.6K +58 +11%
WCA
954
Westover Capital Advisors
Delaware
$391K
BCM
955
Boreal Capital Management
Florida
$390K -$391K -559 Closed
GC
956
Garde Capital
Washington
$388K
SC
957
Savant Capital
Illinois
$385K -$17.5K -25 -4%
C
958
Certuity
Florida
$385K +$24.5K +35 +7%
LA
959
LVW Advisors
New York
$384K +$7.69K +11 +2%
PWM
960
Pines Wealth Management
North Carolina
$383K -$249K -356 -39%
FIA
961
FNY Investment Advisers
New York
$380K -$999K -1,428 -72%
BWFA
962
Baltimore-Washington Financial Advisors
Maryland
$380K +$699 +1 +0.2%
EWM
963
Empirical Wealth Management
Washington
$380K +$59.4K +85 +19%
BWP
964
BSW Wealth Partners
Colorado
$377K +$157K +224 +71%
BIG
965
Brookwood Investment Group
Arizona
$373K +$136K +194 +57%
SPA
966
Sherbrooke Park Advisers
New York
$371K +$371K +531 New
NG
967
Norden Group
Utah
$368K -$154K -220 -29%
PM
968
Pembroke Management
Quebec, Canada
$368K +$86.7K +124 +31%
BA
969
Bluesphere Advisors
Pennsylvania
$364K
KWM
970
Kingsview Wealth Management
Oregon
$362K +$53.1K +76 +17%
DWM
971
Dynasty Wealth Management
Florida
$361K +$362K +517 New
PVI
972
Pine Valley Investments
New Jersey
$359K +$17.5K +25 +5%
SW
973
SlateStone Wealth
Florida
$359K +$52.4K +75 +17%
PCA
974
Pallas Capital Advisors
Massachusetts
$359K -$23.1K -33 -6%
WIM
975
WealthPlan Investment Management
Nebraska
$358K +$19.6K +28 +6%