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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1451
Sound View Wealth Advisors Group
Georgia
$18.3M +$388K +2,636 +2%
WTFG
1452
Wells Trecaso Financial Group
Ohio
$18.3M -$455K -3,089 -2%
MFG
1453
MidWestOne Financial Group
Iowa
$18.2M -$156K -1,057 -0.8%
RWM
1454
Rench Wealth Management
Texas
$18.2M -$431K -2,928 -2%
SAM
1455
Security Asset Management
New York
$18.1M -$1.03M -7,021 -5%
S
1456
Seeyond
France
$18.1M -$834K -5,665 -4%
WA
1457
Wealth Architects
California
$18.1M -$322K -2,189 -2%
SAF
1458
Smith Anglin Financial
Texas
$18.1M +$3.29M +22,334 +21%
NPT
1459
Nixon Peabody Trust
Massachusetts
$18.1M +$1.03M +7,001 +6%
KA
1460
Kercheville Advisors
Texas
$18.1M -$58.6K -398 -0.3%
LC
1461
Lindbrook Capital
California
$18.1M -$4.48M -30,407 -19%
GJCM
1462
Grand Jean Capital Management
California
$18.1M +$236K +1,602 +1%
CAAS
1463
Capital Asset Advisory Services
Michigan
$18M -$921K -6,254 -5%
HWAM
1464
Hennion & Walsh Asset Management
New Jersey
$18M +$638K +4,331 +4%
FIM
1465
Freedom Investment Management
Connecticut
$18M -$1.22M -8,318 -6%
BB
1466
Berkshire Bank
Massachusetts
$18M -$409K -2,778 -2%
CIS
1467
Capital International Sarl
California
$18M -$1.7M -11,543 -8%
G
1468
GenTrust
Florida
$18M +$61.4K +417 +0.3%
FFA
1469
Founders Financial Alliance
North Carolina
$18M +$49.6K +337 +0.3%
AFP
1470
Ausdal Financial Partners
Iowa
$18M +$2.88M +19,559 +18%
NCM
1471
Nelson Capital Management
California
$18M -$602K -4,092 -3%
JWCA
1472
J.W. Coons Advisors
Ohio
$18M -$216K -1,465 -1%
PWMAG
1473
Pinnacle Wealth Management Advisory Group
New Jersey
$17.9M -$30K -204 -0.2%
ANBT
1474
American National Bank & Trust
Texas
$17.9M -$32.1K -218 -0.2%
CWC
1475
Carolinas Wealth Consulting
North Carolina
$17.9M -$542K -3,684 -4%