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Name Holding Trade Value Shares
Change
Change in
Stake
LA
851
Lau Associates
Delaware
$338K
DWM
852
Doyle Wealth Management
Florida
$334K +$31.3K +490 +11%
CIBC World Market
853
CIBC World Market
Ontario, Canada
$333K +$51.3K +803 +20%
CC
854
Chicago Capital
Illinois
$333K +$311K +4,876 New
SYBT
855
Stock Yards Bank & Trust
Kentucky
$332K
MWPCG
856
Measured Wealth Private Client Group
New Hampshire
$332K +$311K +4,873 New
RMDI
857
R.M. Davis Inc
Maine
$331K
IAA
858
Independent Advisor Alliance
North Carolina
$327K -$25.4K -397 -8%
LSC
859
Lesa Sroufe & Co
Washington
$326K
BP
860
Ballentine Partners
Massachusetts
$325K +$304K +4,752 New
EA
861
Edge Advisors
Georgia
$324K -$2.56K -40 -0.8%
PL
862
Perpetual Ltd
Australia
$320K
WF
863
WoodTrust Financial
Wisconsin
$319K
VAM
864
Visionary Asset Management
Texas
$318K -$2.56K -40 -0.9%
MGIA
865
Moneta Group Investment Advisors
Missouri
$318K +$86.4K +1,353 +41%
PCMC
866
Paragon Capital Management (Colorado)
Colorado
$317K
VV
867
Verity & Verity
South Carolina
$315K -$12.5K -195 -4%
ISL
868
Ingalls & Snyder LLC
New York
$314K
WIC
869
Whitegate Investment Counselors
New Hampshire
$314K
WP
870
WMS Partners
Maryland
$314K
MMHP
871
Murphy Middleton Hinkle & Parker
Georgia
$314K +$128 +2 +0%
GP
872
Girard Partners
Pennsylvania
$313K +$36.9K +577 +14%
CWM
873
Confluence Wealth Management
Oregon
$312K -$11.8K -184 -4%
LSAG
874
Lake Street Advisors Group
New Hampshire
$310K -$77.6K -1,215 -21%
AWM
875
Aevitas Wealth Management
Massachusetts
$309K +$256 +4 +0.1%