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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$21K +$15.7K +217 +286%
CFA
502
Carroll Financial Associates
North Carolina
$21K +$21.9K +302 New
CAC
503
Certified Advisory Corp
Florida
$20K – – –
SBL
504
Sargent Bickham Lagudis
Colorado
$20K – – –
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$1.3K -18 -6%
BFIM
506
Beese Fulmer Investment Management
Ohio
$19K +$19.5K +269 New
WCG
507
Weaver Consulting Group
California
$18K – – –
FWM
508
Filbrandt Wealth Management
Wisconsin
$18K +$18.1K +250 New
FP
509
Financial Perspectives
Minnesota
$17.9K – – –
CIM
510
Centersquare Investment Management
Pennsylvania
$17K -$5.8K -80 -25%
HFS
511
HBC Financial Services
Washington
$16K – – –
WFMPM
512
Woodley Farra Manion Portfolio Management
Indiana
$16K – – –
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K – – –
AIM
514
Anchor Investment Management
South Carolina
$15.1K – – –
SCM
515
Silvant Capital Management
Georgia
$15K -$25.9K -358 -63%
SF
516
Synovus Financial
Georgia
$14K -$14.6K -201 -50%
BAM
517
Bellevue Asset Management
Washington
$14K – – –
CAL
518
Capital Advisors Ltd
Ohio
$14K – – –
VCM
519
Versant Capital Management
Arizona
$14K – – –
SIAS
520
Shine Investment Advisory Services
Colorado
$14K +$2.17K +30 +18%
BL
521
Balentine LLC
Georgia
$14K +$7.25K +100 +104%
IWP
522
IAG Wealth Partners
Wisconsin
$12K – – –
CFG
523
Citizens Financial Group
Rhode Island
$12K +$1.96K +27 +20%
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$12K +$10.1K +140 +583%
WPA
525
West Paces Advisors
Georgia
$11.1K – – –