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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
Focused Wealth Management
New York
$1.88M -$74.3K -2,879 -4%
HC
1002
HHG & Company
Connecticut
$1.88M +$119K +4,609 +7%
SFSG
1003
Stearns Financial Services Group
North Carolina
$1.86M -$1.63K -63 -0.1%
AAC
1004
Asset Advisors Corp
Georgia
$1.86M +$23.7K +919 +1%
SGA
1005
Strategic Global Advisors
California
$1.84M +$1.71M +66,275 New
JWS
1006
Juncture Wealth Strategies
Arizona
$1.84M +$1.58M +61,264 New
FPFS
1007
First Personal Financial Services
North Carolina
$1.84M +$1.71M +66,168 New
SWM
1008
Segment Wealth Management
Texas
$1.84M +$1.28M +49,384 +295%
BAC
1009
Boys Arnold & Co
North Carolina
$1.83M -$14.5K -560 -0.8%
BPM
1010
Bowling Portfolio Management
Ohio
$1.83M -$2.45K -95 -0.1%
B
1011
BancorpSouth
Mississippi
$1.83M +$83.1K +3,220 +5%
BFS
1012
Bradley Foster & Sargent
Connecticut
$1.83M -$12.5K -484 -0.7%
SIMM
1013
Stillwater Investment Management (Minnesota)
Minnesota
$1.81M +$2.06K +80 +0.1%
BWAM
1014
Boyd Watterson Asset Management
Ohio
$1.81M -$216K -8,380 -11%
AP
1015
Appleton Partners
Massachusetts
$1.8M -$203K -7,877 -11%
LIM
1016
Leavell Investment Management
Alabama
$1.8M -$3.43K -133 -0.2%
SWP
1017
Stratos Wealth Partners
Ohio
$1.8M +$24.1K +935 +1%
AP
1018
Advisor Partners
California
$1.8M -$4.47K -173 -0.3%
UAS
1019
United Asset Strategies
New York
$1.79M +$32.4K +1,255 +2%
HPIA
1020
Hamilton Point Investment Advisors
North Carolina
$1.79M +$61.9K +2,399 +4%
BHWM
1021
Bar Harbor Wealth Management
New Hampshire
$1.79M +$28.2K +1,091 +2%
WCM
1022
Wisconsin Capital Management
Wisconsin
$1.78M -$5.16K -200 -0.3%
FAAM
1023
First Allied Asset Management
California
$1.78M -$67.3K -2,608 -4%
AAM
1024
Auxier Asset Management
Oregon
$1.77M -$10.3K -400 -0.6%
SIC
1025
Shoker Investment Counsel
Ohio
$1.76M +$14.7K +569 +0.9%