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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
2076
Simon Quick Advisors
New Jersey
$543K -$118K -921 -19%
ESB
2077
Essex Savings Bank
Connecticut
$543K +$8.83K +69 +2%
FWP
2078
FAS Wealth Partners
Kansas
$542K +$3.97K +31 +0.8%
TAIM
2079
TD Ameritrade Investment Management
Nebraska
$542K +$209K +1,633 +74%
HWIS
2080
Hancock Whitney Investment Services
Louisiana
$542K +$491K +3,839 New
SAM
2081
Summit Asset Management
Tennessee
$541K +$19.2K +150 +4%
FPA
2082
First Pacific Advisors
California
$539K – – –
VST
2083
Van Strum & Towne
California
$539K – – –
BBI
2084
Baxter Bros Inc
Connecticut
$538K – – –
OCPWS
2085
One Charles Private Wealth Services
Massachusetts
$538K – – –
VC
2086
Vicus Capital
Pennsylvania
$538K +$535K +4,183 New
EWM
2087
Evermay Wealth Management
Virginia
$536K -$19.3K -151 -4%
PFC
2088
Phocas Financial Corp
California
$536K – – –
WA
2089
WealthTrust Axiom
Pennsylvania
$536K – – –
CPA
2090
Clear Perspective Advisors
Illinois
$535K +$5.5K +43 +1%
IA
2091
Insight Advisors
Pennsylvania
$535K +$32K +250 +7%
EC
2092
Enhancing Capital
Pennsylvania
$535K +$486K +3,800 New
AIFAIM
2093
American Institute for Advanced Investment Management
Arizona
$534K – – –
FAG
2094
Financial Advisory Group
Texas
$534K +$128 +1 +0%
AA
2095
Addison Advisors
Vermont
$532K +$16.5K +129 +4%
GIM
2096
Goelzer Investment Management
Indiana
$531K -$10.6K -83 -2%
FM
2097
Foster & Motley
Ohio
$531K +$4.86K +38 +1%
PFWA
2098
Paces Ferry Wealth Advisors
Georgia
$529K -$144K -1,123 -23%
MFG
2099
Magnus Financial Group
New York
$529K -$13.8K -108 -3%
NWA
2100
New World Advisors
Massachusetts
$529K – – –