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Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1276
JT Stratford LLC
Georgia
$879K +$114K +331 +14%
WP
1277
WMS Partners
Maryland
$877K -$38.9K -113 -4%
GWS
1278
Glassman Wealth Services
Virginia
$876K -$59.2K -172 -6%
PCG
1279
Private Capital Group
Connecticut
$876K -$7.91K -23 -0.9%
TTWM
1280
TCV Trust & Wealth Management
Virginia
$872K – – –
BG
1281
Bahl & Gaynor
Ohio
$869K -$84.3K -245 -9%
SWA
1282
SFMG Wealth Advisors
Texas
$865K -$88.1K -256 -9%
NHC
1283
Nicholas Hoffman & Company
Georgia
$863K +$73.6K +214 +9%
UWM
1284
USAdvisors Wealth Management
Minnesota
$862K – – –
SFSG
1285
Stearns Financial Services Group
North Carolina
$847K -$11.4K -33 -1%
ST
1286
Spinnaker Trust
Maine
$845K – – –
ZCI
1287
Zevenbergen Capital Investments
Washington
$844K -$99.4K -289 -10%
CP
1288
Coho Partners
Pennsylvania
$843K – – –
CA
1289
Cornerstone Advisory
Maryland
$842K – – –
GXMC
1290
Global X Management Company
New York
$842K +$136K +394 +19%
FPA
1291
First Pacific Advisors
California
$839K – – –
NIM
1292
NuWave Investment Management
New Jersey
$832K +$853K +2,481 New
MWM
1293
Modera Wealth Management
New Jersey
$826K -$8.26K -24 -1%
FIB
1294
First Interstate Bank
Montana
$824K -$19.3K -56 -2%
SHGA
1295
Sand Hill Global Advisors
California
$822K +$179K +519 +27%
FFC
1296
First Financial Corp
Indiana
$821K -$3.44K -10 -0.4%
FMC
1297
First Merchants Corp
Indiana
$818K -$41.3K -120 -5%
FFA
1298
Fragasso Financial Advisors
Pennsylvania
$816K +$46.4K +135 +6%
GD
1299
Grandfield & Dodd
New York
$813K -$31K -90 -4%
AF
1300
Arrow Financial
New York
$809K +$189K +550 +30%
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