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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
1301
Retirement Planning Company of New England
Rhode Island
$335K +$43.1K +230 +13%
CD
1302
Chapin Davis
Maryland
$335K +$3.75K +20 +1%
SWM
1303
Salvus Wealth Management
New Jersey
$333K +$105K +563 +40%
GCM
1304
Graham Capital Management
Connecticut
$333K +$368K +1,967 New
FMC
1305
First Merchants Corp
Indiana
$331K +$366K +1,954 New
CQS
1306
Credential Qtrade Securities
$330K -$6M -32,059 -94%
MWM
1307
Modera Wealth Management
New Jersey
$329K +$21.9K +117 +6%
SGC
1308
Slocum, Gordon & Co
Rhode Island
$329K
SIA
1309
Schear Investment Advisers
Ohio
$325K -$1.12K -6 -0.3%
CIAS
1310
Capital Investment Advisory Services
North Carolina
$325K +$23.4K +125 +7%
MAA
1311
Mraz Amerine & Associates
California
$324K -$15.2K -81 -4%
WB
1312
WesBanco Bank
West Virginia
$324K -$6.93K -37 -2%
PA
1313
Probity Advisors
Texas
$324K +$19.9K +106 +6%
MPI
1314
Mairs & Power Inc
Minnesota
$324K -$1.87K -10 -0.5%
GCP
1315
Garda Capital Partners
Minnesota
$322K +$357K +1,904 New
GWA
1316
Gratus Wealth Advisors
Virginia
$322K +$20K +107 +5%
WPC
1317
Wedmont Private Capital
Pennsylvania
$320K -$63.1K -337 -15%
EWA
1318
EverSource Wealth Advisors
Alabama
$319K +$70.1K +374 +23%
ODFS
1319
O'Donnell Financial Services
California
$319K +$749 +4 +0.2%
CPIG
1320
Chicago Partners Investment Group
Illinois
$318K +$1.69K +9 +0.4%
BWM
1321
Baron Wealth Management
Michigan
$318K -$6.37K -34 -2%
TFM
1322
TFC Financial Management
Massachusetts
$317K -$8.62K -46 -2%
Empower Advisory Group
1323
Empower Advisory Group
Colorado
$316K -$14.4K -77 -4%
BCM
1324
Bourgeon Capital Management
Connecticut
$315K +$340K +1,817 +3,866%
BAM
1325
Berkshire Asset Management
Pennsylvania
$315K +$562 +3 +0.2%