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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1951
WoodTrust Financial
Wisconsin
$257K -$72.5K -304 -23%
SAA
1952
Southeast Asset Advisors
Georgia
$257K
FAG
1953
Financial Advisory Group
Texas
$256K -$45.3K -190 -16%
CA
1954
Claro Advisors
Massachusetts
$256K -$8.35K -35 -3%
PCAP
1955
Pratt Collard Advisory Partners
New York
$256K +$7.16K +30 +3%
SIA
1956
SkyView Investment Advisors
New Jersey
$255K -$35.6K -149 -13%
SHWM
1957
Smith & Howard Wealth Management
Georgia
$254K
EIG
1958
Ellenbecker Investment Group
Wisconsin
$254K +$6.92K +29 +3%
RIG
1959
RiverFront Investment Group
Virginia
$254K +$243K +1,019 New
CAM
1960
Cubic Asset Management
Massachusetts
$253K
AP
1961
Adero Partners
California
$253K +$243K +1,017 New
GFP
1962
Gryphon Financial Partners
Ohio
$252K +$9.54K +40 +4%
CFO
1963
CVA Family Office
Colorado
$250K +$136K +570 +132%
PIM
1964
Progressive Investment Management
Oregon
$250K +$240K +1,005 New
JLBC
1965
J.L. Bainbridge & Co
Florida
$249K -$16.7K -70 -7%
FSA
1966
Financial Sense Advisors
California
$249K -$477 -2 -0.2%
HC
1967
Hourglass Capital
Texas
$249K
TLCM
1968
Twin Lakes Capital Management
California
$249K
FNBOSM
1969
First National Bank of South Miami
Florida
$249K +$22.9K +96 +11%
CFS
1970
CRA Financial Services
New Jersey
$248K
MNG
1971
Manning & Napier Group
New York
$248K
LFF
1972
Level Four Financial
Texas
$247K -$75.6K -317 -24%
AG
1973
AlphaSimPlex Group
Massachusetts
$247K +$237K +992 New
CBFP
1974
Cedar Brook Financial Partners
Ohio
$246K -$35.6K -149 -13%
AFAS
1975
Acorn Financial Advisory Services
Virginia
$245K