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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Carson Advisory
Georgia
$815K – – –
CIC
1152
Carnegie Investment Counsel
Ohio
$815K +$1.45K +7 +0.2%
NIM
1153
Northeast Investment Management
Massachusetts
$815K +$15.6K +75 +2%
GCAC
1154
Guardian Capital Advisors (Canada)
Ontario, Canada
$814K +$779K +3,750 New
CI
1155
Conning Inc
Connecticut
$812K -$222K -1,069 -22%
GAMC
1156
Garner Asset Management Corp
Texas
$812K -$254K -1,221 -24%
BAM
1157
Byrne Asset Management
New Jersey
$811K -$787K -3,790 Closed
BCM
1158
Boltwood Capital Management
California
$811K -$9.35K -45 -1%
CWP
1159
Cyndeo Wealth Partners
Florida
$808K -$43K -207 -5%
VC
1160
Vestor Capital
Illinois
$807K +$157K +755 +25%
CCWM
1161
Cassaday & Co Wealth Management
Virginia
$805K +$31.6K +152 +4%
FFA
1162
Founders Financial Alliance
North Carolina
$805K +$208K +999 +36%
GP
1163
Girard Partners
Pennsylvania
$804K -$22K -106 -3%
MHWM
1164
Montz Harcus Wealth Management
Louisiana
$801K +$15.6K +75 +2%
WC
1165
Weil Company
California
$798K – – –
SP
1166
Symmetry Partners
Connecticut
$794K – – –
EWM
1167
Elite Wealth Management
Washington
$794K -$70.4K -339 -8%
ILI
1168
Invesco LLC (Illinois)
Illinois
$793K +$780K +3,757 New
IF
1169
Intrua Financial
Texas
$793K +$2.08K +10 +0.3%
FAG
1170
Financial Advisory Group
Texas
$789K – – –
WAAG
1171
Wealth Alliance Advisory Group
Kansas
$785K -$26K -125 -3%
CIA
1172
Citadel Investment Advisory
Ohio
$782K -$26K -125 -3%
PAS
1173
Professional Advisory Services
Florida
$781K – – –
VI
1174
Versor Investments
New York
$780K -$1.46M -7,013 -66%
RA
1175
RFG Advisory
Alabama
$779K +$41.3K +199 +6%
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48 49