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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1201
Hudson Valley Investment Advisors
New York
$496K -$261K -951 -36%
ST
1202
Sentinel Trust
Texas
$494K
BP
1203
Broadleaf Partners
Ohio
$492K
BCP
1204
Berkeley Capital Partners
Georgia
$492K +$16.4K +60 +4%
AF
1205
Alerus Financial
North Dakota
$491K -$35.6K -130 -7%
ACGA
1206
Atlanta Consulting Group Advisors
Georgia
$489K -$272K -993 -37%
MA
1207
Mutual Advisors
Nebraska
$485K -$14.3K -52 -3%
SWA
1208
SFMG Wealth Advisors
Texas
$485K +$11K +40 +2%
GA
1209
Gateway Advisory
New Jersey
$484K +$84.4K +308 +22%
TPI
1210
Trust Point Inc
Wisconsin
$483K -$23.9K -87 -5%
SC
1211
Sawyer & Company
Massachusetts
$483K -$822 -3 -0.2%
KIC
1212
Kensington Investment Counsel
California
$474K +$26K +95 +6%
EWM
1213
Evermay Wealth Management
Virginia
$473K +$13.4K +49 +3%
FFN
1214
Focus Financial Network
Minnesota
$473K -$27.7K -101 -6%
FMLI
1215
Fukoku Mutual Life Insurance
Japan
$472K
BFA
1216
Brown Financial Advisors
Ohio
$471K -$314K -1,145 -41%
CFG
1217
Copley Financial Group
California
$471K +$447K +1,632 New
RCA
1218
Resonant Capital Advisors
Wisconsin
$470K +$35.4K +129 +9%
GXJ
1219
Global X Japan
Japan
$468K -$20.8K -76 -4%
WI
1220
Wintrust Investments
Illinois
$466K -$3.42M -12,461 -88%
JCIA
1221
Jackson Creek Investment Advisors
Colorado
$466K -$20.8K -76 -4%
4WM
1222
44 Wealth Management
Oregon
$466K +$433K +1,579 New
EARNEST Partners
1223
EARNEST Partners
Georgia
$466K -$40.6K -148 -8%
QIM
1224
Quantitative Investment Management
Virginia
$465K +$442K +1,613 New
EBWM
1225
Eagle Bluffs Wealth Management
Missouri
$465K