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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
501
Certified Advisory Corp
Florida
$20K
SBL
502
Sargent Bickham Lagudis
Colorado
$20K
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$1.3K -18 -6%
BFIM
504
Beese Fulmer Investment Management
Ohio
$19K +$19.5K +269 New
WCG
505
Weaver Consulting Group
California
$18K
FWM
506
Filbrandt Wealth Management
Wisconsin
$18K +$18.1K +250 New
FP
507
Financial Perspectives
Minnesota
$17.9K
CIM
508
Centersquare Investment Management
Pennsylvania
$17K -$5.8K -80 -25%
HFS
509
HBC Financial Services
Washington
$16K
WFMPM
510
Woodley Farra Manion Portfolio Management
Indiana
$16K
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K
AIM
512
Anchor Investment Management
South Carolina
$15.1K
SCM
513
Silvant Capital Management
Georgia
$15K -$25.9K -358 -63%
SF
514
Synovus Financial
Georgia
$14K -$14.6K -201 -50%
BAM
515
Bellevue Asset Management
Washington
$14K
CAL
516
Capital Advisors Ltd
Ohio
$14K
VCM
517
Versant Capital Management
Arizona
$14K
SIAS
518
Shine Investment Advisory Services
Colorado
$14K +$2.17K +30 +18%
BL
519
Balentine LLC
Georgia
$14K +$7.25K +100 +104%
IWP
520
IAG Wealth Partners
Wisconsin
$12K
CFG
521
Citizens Financial Group
Rhode Island
$12K +$1.96K +27 +20%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$12K +$10.1K +140 +583%
WPA
523
West Paces Advisors
Georgia
$11.1K
HCM
524
Highlander Capital Management
New Jersey
$11K
Loomis, Sayles & Company
525
Loomis, Sayles & Company
Massachusetts
$11K +$11.2K +154 New