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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1176
Nations Financial Group
Iowa
$441K +$36.1K +212 +9%
VC
1177
Vestor Capital
Illinois
$441K +$455K +2,667 New
MWM
1178
Modera Wealth Management
New Jersey
$438K -$852K -5,000 -65%
WEC
1179
Winslow Evans & Crocker
Massachusetts
$438K -$29.7K -174 -6%
MWA
1180
Moser Wealth Advisors
Washington
$438K -$17K -100 -4%
MA
1181
MCF Advisors
Kentucky
$438K – – –
IDBONY
1182
Israel Discount Bank of New York
New York
$437K -$50.4K -296 -10%
MFW
1183
Mosaic Family Wealth
Missouri
$436K -$33.6K -197 -7%
FC
1184
Ferris Capital
Massachusetts
$435K +$7.5K +44 +2%
TCM
1185
Teza Capital Management
Illinois
$433K -$727K -4,268 -62%
NIC
1186
Northwest Investment Counselors
Oregon
$433K +$127K +745 +40%
SWMG
1187
Sanchez Wealth Management Group
Florida
$431K – – –
AC
1188
Abbrea Capital
California
$430K -$43.3K -254 -9%
BFWA
1189
Benchmark Financial Wealth Advisors
Florida
$430K +$17.9K +105 +4%
MCCP
1190
Mission Creek Capital Partners
California
$427K +$440K +2,581 New
HH
1191
Hilltop Holdings
Texas
$424K +$30.3K +178 +7%
W
1192
WealthStone
Ohio
$422K +$190K +1,117 +78%
SF
1193
Symphony Financial
Texas
$421K -$284K -1,668 -40%
BFG
1194
Beacon Financial Group
Texas
$421K +$29.8K +175 +7%
SWP
1195
Strategic Wealth Partners
Ohio
$419K -$7.33K -43 -2%
CBN
1196
Cadence Bank NA
Texas
$418K -$117K -687 -21%
PA
1197
Procyon Advisors
Connecticut
$418K +$9.37K +55 +2%
BCM
1198
Boltwood Capital Management
California
$417K -$95.8K -562 -18%
SP
1199
Successful Portfolios
Florida
$416K -$59.1K -347 -12%
IIC
1200
Ironwood Investment Counsel
Arizona
$415K +$9.54K +56 +2%
46 47
48
49 50