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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1301
Boyd Watterson Asset Management
Ohio
$667K – – –
AW
1302
ACG Wealth
Georgia
$666K -$96.5K -503 -13%
HT
1303
Heritage Trust
Oklahoma
$666K – – –
GFS
1304
GYL Financial Synergies
Connecticut
$665K +$126K +657 +24%
ABP
1305
Arthur B. Page
$661K -$68.5K -357 -9%
HCM
1306
Hollencrest Capital Management
California
$661K – – –
IA
1307
Independence Advisors
Pennsylvania
$660K -$34K -177 -5%
EGA
1308
E&G Advisors
Texas
$658K – – –
VAM
1309
Verity Asset Management
North Carolina
$658K +$24K +125 +4%
AIM
1310
Avity Investment Management
Connecticut
$658K +$72K +375 +12%
ECM
1311
Evergreen Capital Management
Washington
$657K -$23.6K -123 -3%
IP
1312
Intellectus Partners
California
$656K +$38.8K +202 +6%
WA
1313
WealthTrust Axiom
Pennsylvania
$654K – – –
WPA
1314
West Paces Advisors
Georgia
$654K -$272K -1,418 -30%
SCP
1315
Syntal Capital Partners
Texas
$651K – – –
CHP
1316
Cable Hill Partners
Oregon
$650K -$116K -602 -15%
DP
1317
Dearborn Partners
Illinois
$650K +$48K +250 +8%
SWMG
1318
Signature Wealth Management Group
Georgia
$647K +$1.34K +7 +0.2%
VIM
1319
Vista Investment Management
Pennsylvania
$644K +$18.4K +96 +3%
WAM
1320
Weatherly Asset Management
California
$643K -$3.84K -20 -0.6%
JIC
1321
Joel Isaacson & Co
New York
$643K -$3.26K -17 -0.5%
BSB
1322
Bangor Savings Bank
Maine
$642K +$117K +607 +22%
WA
1323
WESPAC Advisors
California
$640K +$635K +3,308 New
FA
1324
FMA Advisory
Pennsylvania
$638K -$58.7K -306 -8%
CCM
1325
Community Capital Management
Florida
$636K +$124K +644 +24%