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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1176
Chicago Trust
Illinois
$360K – – –
FAT
1177
First American Trust
California
$360K +$330K +2,809 New
BCA
1178
Berman Capital Advisors
Georgia
$359K +$822 +7 +0.3%
IHL
1179
Investment House LLC
California
$356K – – –
MCWA
1180
Meadow Creek Wealth Advisors
Georgia
$352K +$3.23M +27,550 New
NFP
1181
Narus Financial Partners
Utah
$351K – – –
BST
1182
Bath Savings Trust
Maine
$351K – – –
EGA
1183
E&G Advisors
Texas
$350K +$58.7K +500 +22%
1WA
1184
180 Wealth Advisors
Washington
$349K -$370K -3,152 -51%
9WM
1185
9258 Wealth Management
Ohio
$349K +$320K +2,724 New
RE
1186
RBC Europe
United Kingdom
$347K – – –
EWM
1187
Empirical Wealth Management
Washington
$347K -$41.3K -352 -12%
PTB
1188
Pioneer Trust Bank
Oregon
$347K – – –
SWA
1189
Sutton Wealth Advisors
Florida
$344K +$5.63K +48 +2%
GPA
1190
Garrison Point Advisors
California
$344K -$29.8K -254 -9%
EWM
1191
Evermay Wealth Management
Virginia
$344K -$4.58K -39 -1%
DIA
1192
Dana Investment Advisors
Wisconsin
$343K +$1.53K +13 +0.5%
SAM
1193
Secure Asset Management
Michigan
$342K +$313K +2,665 New
JFL
1194
Jarislowsky, Fraser Ltd
Quebec, Canada
$341K -$116K -987 -27%
BC
1195
Barnett & Company
Tennessee
$339K -$1.53K -13 -0.5%
SAM
1196
Security Asset Management
New York
$336K – – –
VNB
1197
Virginia National Bank
Virginia
$335K – – –
FSA
1198
Fort Sheridan Advisors
Illinois
$334K -$50K -426 -14%
EP
1199
Edgestream Partners
New Jersey
$334K +$10.2K +87 +3%
SRC
1200
Shufro Rose & Co
New York
$333K -$58.7K -500 -16%