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Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
676
Carl P. Sherr & Co
Massachusetts
$223K -$28.3K -303 -9%
LS
677
Livforsakringsbolaget Skandia
Sweden
$223K +$93.3K +1,000 +45%
PCMC
678
Paragon Capital Management (Colorado)
Colorado
$222K
IFWM
679
Institute for Wealth Management
Colorado
$221K -$187 -2 -0.1%
EWM
680
Evermay Wealth Management
Virginia
$220K -$80.4K -862 -21%
GDP
681
Great Diamond Partners
Maine
$220K -$11.8K -126 -4%
IB
682
Intrust Bank
Kansas
$219K -$3.36K -36 -1%
BPA
683
Beacon Pointe Advisors
California
$218K +$297K +3,179 New
MA
684
Montag & Associates
Georgia
$217K -$6.06K -65 -2%
CAPTRUST Financial Advisors
685
CAPTRUST Financial Advisors
North Carolina
$216K -$77.9K -835 -21%
AII
686
AGF Investments Inc
Ontario, Canada
$215K +$292K +3,131 New
BO
687
BRR OpCo
Ohio
$215K +$292K +3,135 New
BA
688
Bristlecone Advisors
Washington
$214K -$41K -439 -12%
VFA
689
Voya Financial Advisors
Connecticut
$213K -$184K -1,973 -40%
LA
690
Legacy Advisors
Pennsylvania
$213K
FBT
691
First Bankers Trust
Kentucky
$212K
FFG
692
Frisch Financial Group
New York
$212K +$933 +10 +0.3%
IA
693
IFP Advisors
Florida
$210K -$22.1K -237 -8%
GIA
694
Gateway Investment Advisers
Ohio
$210K +$12.2K +131 +4%
AIP
695
Ahrens Investment Partners
Louisiana
$210K +$285K +3,057 New
Wealthfront Advisers
696
Wealthfront Advisers
California
$208K -$637K -6,825 -69%
WCM
697
Windward Capital Management
California
$208K -$22.7K -243 -7%
IP
698
Investment Partners
Ohio
$208K +$8.12K +87 +3%
CT
699
Cambridge Trust
Massachusetts
$208K +$31.2K +334 +12%
FMLI
700
Fukoku Mutual Life Insurance
Japan
$206K