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Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
751
Smith Group Asset Management
Texas
$166K +$143K +430 New
EWA
752
Evolution Wealth Advisors
Florida
$151K +$88.3K +265 +210%
GC
753
Garde Capital
Washington
$150K +$129K +388 New
CMBA
754
C.M. Bidwell & Associates
Hawaii
$149K +$129K +386 New
TCOV
755
Trust Company of Vermont
Vermont
$148K -$1.67K -5 -1%
CBT
756
Central Bank & Trust
Kentucky
$146K -$66.6K -200 -35%
KLWA
757
Kelly Lawrence W & Associates
California
$145K – – –
JFGIW
758
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K +$125K +374 New
WAM
759
Wolverine Asset Management
Illinois
$145K +$126K +377 New
WP
760
WealthShield Partners
North Carolina
$144K +$34K +102 +38%
GWS
761
Glassman Wealth Services
Virginia
$139K -$2K -6 -2%
S
762
Seeyond
France
$139K +$666 +2 +0.6%
SSB
763
Sandy Spring Bank
Maryland
$134K -$16.7K -50 -13%
HNB
764
Huntington National Bank
Ohio
$133K -$85.9K -258 -43%
TFS
765
TrustCore Financial Services
Tennessee
$133K -$30.3K -91 -21%
CWP
766
Concord Wealth Partners
Virginia
$133K +$44.3K +133 +63%
WWMSC
767
Wagner Wealth Management (South Carolina)
South Carolina
$128K – – –
WT
768
Whittier Trust
California
$126K -$13.3K -40 -11%
SWM
769
Selective Wealth Management
Virginia
$126K +$89.9K +270 +491%
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$120K – – –
ALAM
771
Asahi Life Asset Management
Japan
$116K +$99.9K +300 New
CFD
772
Creative Financial Designs
Indiana
$115K – – –
TLCM
773
Twin Lakes Capital Management
California
$115K +$99.2K +298 New
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$114K -$24.3K -73 -20%
KTC
775
Kistler-Tiffany Companies
Pennsylvania
$109K – – –