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Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1026
US Financial Advisors
Massachusetts
$926K +$831K +4,324 New
AWA
1027
Arete Wealth Advisors
Illinois
$925K -$489K -2,545 -37%
FHA
1028
First Horizon Advisors
Tennessee
$921K -$33.3K -173 -4%
NIM
1029
NuWave Investment Management
New Jersey
$920K -$100K -522 -11%
EA
1030
Eclectic Associates
California
$919K +$826K +4,295 New
CPSC
1031
Carl P. Sherr & Co
Massachusetts
$917K -$106K -549 -11%
SRSA
1032
S.R. Schill & Associates
Washington
$909K -$28.8K -150 -3%
Vanguard Personalized Indexing Management
1033
Vanguard Personalized Indexing Management
California
$909K +$64.2K +334 +9%
RWM
1034
Ritholtz Wealth Management
New York
$905K +$274K +1,427 +51%
SAF
1035
Smith Anglin Financial
Texas
$902K +$810K +4,215 New
RCM
1036
RNC Capital Management
California
$898K -$219K -1,138 -21%
AA
1037
Ancora Advisors
Ohio
$898K +$121K +628 +18%
WA
1038
WealthTrust Axiom
Pennsylvania
$897K +$38.4K +200 +5%
AF
1039
Allworth Financial
California
$895K +$24K +125 +3%
B
1040
Bellecapital
Switzerland
$893K +$443K +2,303 +123%
Fayez Sarofim & Co
1041
Fayez Sarofim & Co
Texas
$892K +$70.2K +365 +10%
Members Trust
1042
Members Trust
Florida
$889K +$84.2K +438 +12%
SWMP
1043
Signature Wealth Management Partners
New Jersey
$887K +$797K +4,144 New
BFS
1044
Bradley Foster & Sargent
Connecticut
$886K -$68.8K -358 -8%
Fiera Capital (Canada)
1045
Fiera Capital (Canada)
Quebec, Canada
$879K -$226K -1,175 -22%
BWM
1046
BerganKDV Wealth Management
Minnesota
$876K +$1.54K +8 +0.2%
CCM
1047
Cribstone Capital Management
Maine
$872K -$536K -2,786 -41%
MFG
1048
Monte Financial Group
Connecticut
$872K +$2.88K +15 +0.4%
TCOO
1049
Trust Company of Oklahoma
Oklahoma
$871K +$6.73K +35 +0.9%
LWM
1050
Loveless Wealth Management
Montana
$870K -$3.85K -20 -0.5%