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Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
326
Financial Counselors Inc
Kansas
$250K -$18.4K -302 -5%
SF
327
Synovus Financial
Georgia
$250K +$116K +1,894 +56%
UCFA
328
United Capital Financial Advisors
Texas
$249K -$4.64K -76 -1%
CFA
329
Carroll Financial Associates
North Carolina
$241K -$30.5K -500 -9%
ISWM
330
Independent Solutions Wealth Management
New York
$241K +$8.55K +140 +3%
RFM
331
Royal Fund Management
Florida
$240K +$31.9K +522 +12%
NCM
332
Noesis Capital Mangement
Florida
$235K -$6.11K -100 -2%
NB
333
NBT Bank
New York
$235K – – –
RWA
334
Ropes Wealth Advisors
Massachusetts
$233K -$1.1K -18 -0.4%
QP
335
Quilter Plc
United Kingdom
$229K +$10.8K +177 +4%
HCP
336
Hexagon Capital Partners
Arkansas
$228K +$110K +1,799 +61%
SC
337
Savant Capital
Illinois
$228K +$292K +4,774 New
AAM
338
Autus Asset Management
Arizona
$227K -$2.75K -45 -0.9%
ACI
339
Alpha Cubed Investments
California
$223K -$11.8K -193 -4%
PWLP
340
Prio Wealth Limited Partnership
Massachusetts
$222K +$13.7K +224 +5%
RB
341
Renasant Bank
Mississippi
$221K -$20.2K -330 -7%
WW
342
Westshore Wealth
California
$219K +$20.9K +343 +8%
SNB
343
Security National Bank
Nebraska
$216K +$77K +1,261 +39%
WA
344
WESPAC Advisors
California
$214K +$274K +4,484 New
SFA
345
Sequoia Financial Advisors
Ohio
$212K -$206K -3,380 -43%
ACS
346
Archford Capital Strategies
Illinois
$212K +$9.96K +163 +4%
SP
347
Successful Portfolios
Florida
$212K +$27.4K +449 +11%
PWPS
348
Pinnacle Wealth Planning Services
Ohio
$208K -$550 -9 -0.2%
AC
349
Abbrea Capital
California
$206K – – –
CGL
350
Clarius Group LLC
Washington
$205K +$32.1K +525 +14%
12 13
14
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