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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
826
Wilbanks Smith & Thomas Asset Management
Virginia
$569K
CCM
827
Coldstream Capital Management
Washington
$567K +$599K +7,419 New
E
828
ETFidea
New York
$564K
SW
829
Simplicity Wealth
New Jersey
$563K +$2.58K +32 +0.4%
LMKC
830
L.M. Kohn & Company
Ohio
$562K
AWC
831
Adamsbrown Wealth Consultants
Kansas
$561K -$162 -2 -0%
NF
832
Norwood Financial
Pennsylvania
$561K -$7.67K -95 -1%
RWA
833
Rainsberger Wealth Advisors
Colorado
$560K
SCM
834
Stevens Capital Management
Pennsylvania
$559K -$267K -3,305 -31%
SEC
835
Seven Eight Capital
New York
$556K -$1.77M -21,959 -75%
WIC
836
Woodmont Investment Counsel
Tennessee
$556K
LNB
837
Ledyard National Bank
$552K
SWM
838
Segment Wealth Management
Texas
$552K +$2.34K +29 +0.4%
GFP
839
Gryphon Financial Partners
Ohio
$549K +$6.22K +77 +1%
MWA
840
Meridian Wealth Advisors
Texas
$549K
SFG
841
SevenBridge Financial Group
Pennsylvania
$548K -$2.83K -35 -0.5%
MM
842
MQS Management
New York
$547K +$92.1K +1,140 +19%
CIAS
843
Capital Investment Advisory Services
North Carolina
$545K -$186K -2,297 -24%
HIA
844
Harbor Investment Advisory
Maryland
$543K
FMB
845
Field & Main Bank
Kentucky
$542K +$23.4K +290 +4%
WSC
846
Wellington Shields & Co
New York
$541K
MCM
847
Manchester Capital Management
Vermont
$540K +$408K +5,056 +251%
DWA
848
Douglass Winthrop Advisors
New York
$539K
Koshinski Asset Management
849
Koshinski Asset Management
Illinois
$536K +$1.29K +16 +0.2%
LIA
850
LS Investment Advisors
Michigan
$536K +$567K +7,014 New