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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
501
Sound View Wealth Advisors Group
Georgia
$217K +$192K +1,260 New
AFA
502
AA Financial Advisors
Ohio
$216K +$192K +1,259 New
MCM
503
Manchester Capital Management
Vermont
$213K +$127K +833 +204%
GIM
504
Goelzer Investment Management
Indiana
$213K -$10.4K -68 -5%
AP
505
Americana Partners
Texas
$211K +$187K +1,227 New
SCM
506
Seascape Capital Management
New Hampshire
$210K +$186K +1,222 New
WBC
507
Westpac Banking Corp
Australia
$210K
QWM
508
Quadcap Wealth Management
Texas
$208K +$184K +1,210 New
SF
509
Synovus Financial
Georgia
$207K +$184K +1,207 New
CAM
510
Claret Asset Management
Quebec, Canada
$206K -$14.5K -95 -7%
EIA
511
Edgemoor Investment Advisors
Maryland
$204K +$181K +1,189 New
PAG
512
Private Advisor Group
New Jersey
$204K +$181K +1,186 New
IP
513
Ignite Planners
California
$202K +$180K +1,183 New
CFG
514
Carr Financial Group
Massachusetts
$202K +$179K +1,173 New
PTC
515
Private Trust Company
Ohio
$200K +$3.2K +21 +2%
PAG
516
Paladin Advisory Group
Iowa
$193K
AIP
517
Ameritas Investment Partners
Nebraska
$191K
TH
518
TCTC Holdings
Texas
$189K -$19K -125 -10%
EDRH
519
Edmond de Rothschild Holding
Switzerland
$186K
NF
520
Norwood Financial
Pennsylvania
$181K
PI
521
PGGM Investments
Netherlands
$173K +$153K +1,006 New
AF
522
Advisornet Financial
Minnesota
$171K +$1.68K +11 +1%
GWP
523
Gen-Wealth Partners
Michigan
$171K +$151K +993 New
VWM
524
Venturi Wealth Management
Texas
$168K -$43.2K -284 -23%
SPIA
525
Steward Partners Investment Advisory
New York
$160K +$35.2K +231 +33%