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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Claro Advisors
Massachusetts
$216K +$197K +1,935 New
PAMG
1302
Patton Albertson Miller Group
Tennessee
$216K +$196K +1,928 New
KFGK
1303
Keystone Financial Group (Kentucky)
Kentucky
$215K +$196K +1,927 New
AF
1304
Apexium Financial
Texas
$215K +$195K +1,923 New
NPF
1305
Norris Perne & French
Michigan
$215K +$195K +1,920 New
UAG
1306
United Advisor Group
Ohio
$214K +$195K +1,915 New
EWA
1307
Elevate Wealth Advisory
Georgia
$214K +$194K +1,913 New
PCM
1308
Prelude Capital Management
New York
$213K +$193K +1,902 New
PMFA
1309
Plante Moran Financial Advisors
Michigan
$213K +$38.5K +379 +25%
USB
1310
Union Savings Bank
Connecticut
$212K +$20.3K +200 +12%
CIP
1311
Convergence Investment Partners
Florida
$212K +$193K +1,898 New
SAG
1312
SageView Advisory Group
California
$211K -$88.2K -868 -32%
IC
1313
Iconiq Capital
California
$211K +$192K +1,886 New
CHAM
1314
Clear Harbor Asset Management
Connecticut
$211K +$192K +1,885 New
JF
1315
Joule Financial
Kentucky
$211K +$191K +1,883 New
MKA
1316
M. Kulyk & Associates
Georgia
$210K +$191K +1,880 New
BRM
1317
Boston Research & Management
Massachusetts
$210K +$191K +1,880 New
BST
1318
Bath Savings Trust
Maine
$210K +$191K +1,875 New
RC
1319
Roundview Capital
New Jersey
$209K +$190K +1,869 New
XF
1320
XML Financial
Maryland
$207K +$189K +1,855 New
NRS
1321
Neville Rodie & Shaw
New York
$207K +$188K +1,852 New
FG
1322
Foster Group
Iowa
$206K +$187K +1,839 New
RPWA
1323
Regent Peak Wealth Advisors
Georgia
$205K +$186K +1,831 New
W
1324
WorthPointe
California
$204K +$185K +1,822 New
LC
1325
LCNB Corp
Ohio
$204K +$185K +1,821 New