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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
751
Bull Street Advisors
Georgia
$378K +$382K +7,230 New
LFAS
752
Level Four Advisory Services
Texas
$374K +$38.6K +731 +11%
BIA
753
BHK Investment Advisors
Alabama
$366K -$22.8K -432 -6%
LNB
754
Ledyard National Bank
$366K -$15.2K -288 -4%
SWA
755
Sutton Wealth Advisors
Florida
$366K
CIAS
756
Capital Investment Advisory Services
North Carolina
$365K -$3.06K -58 -0.8%
AWA
757
Acorn Wealth Advisors
Michigan
$363K +$354K +6,712 New
SSWM
758
Smith Salley Wealth Management
North Carolina
$361K -$2.11K -40 -0.6%
CCA
759
Checchi Capital Advisers
California
$359K -$11.3K -214 -3%
IP
760
Investment Partners
Ohio
$359K +$1.58K +30 +0.4%
HAG
761
HighPoint Advisor Group
Illinois
$359K +$86.7K +1,642 +33%
Fiera Capital (Canada)
762
Fiera Capital (Canada)
Quebec, Canada
$358K +$13.9K +263 +4%
CAM
763
Carret Asset Management
New York
$357K
AIC
764
Archer Investment Corporation
Indiana
$356K
HSWM
765
Hubbell Strickland Wealth Management
Louisiana
$356K +$360K +6,814 New
VWM
766
Venturi Wealth Management
Texas
$354K -$318K -6,030 -47%
CG
767
Colony Group
Massachusetts
$354K +$4.65K +88 +1%
CAM
768
Cresset Asset Management
Illinois
$353K -$26.9K -509 -7%
MYIA
769
Mount Yale Investment Advisors
Colorado
$353K +$28.7K +543 +9%
DT
770
Diversified Trust
Tennessee
$351K
WCWM
771
Willow Creek Wealth Management
California
$351K
PVWM
772
Point View Wealth Management
New Jersey
$350K -$15.6K -295 -4%
AWP
773
Ascent Wealth Partners
New York
$350K
GWM
774
Geneos Wealth Management
Colorado
$349K +$63.4K +1,200 +22%
NAM
775
North American Management
Massachusetts
$343K -$4.33K -82 -1%