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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2051
Arbor Investment Advisors
North Carolina
$508K +$376 +8 +0.1%
CWP
2052
CFM Wealth Partners
Texas
$508K +$63.2K +1,346 +16%
CH
2053
Canton Hathaway
Rhode Island
$507K +$23.5K +500 +5%
VFPI
2054
Vantage Financial Partners (Illinois)
Illinois
$506K +$42.2K +900 +10%
OR
2055
Olympiad Research
Connecticut
$504K -$20.5K -436 -4%
SXL
2056
Summit X LLC
Missouri
$504K -$2.82K -60 -0.6%
SWA
2057
Sutton Wealth Advisors
Florida
$503K +$188 +4 +0%
SSWM
2058
Sheets Smith Wealth Management
North Carolina
$502K +$11.8K +252 +3%
WA
2059
Wealth Architects
California
$502K +$22.1K +471 +5%
PP
2060
Patron Partners
Texas
$502K +$66.2K +1,410 +17%
WPC
2061
Waters Parkerson & Co
Louisiana
$501K – – –
FMN
2062
Financial Management Network
California
$501K +$66.1K +1,408 +17%
UIA
2063
UBP Investment Advisors
Switzerland
$500K +$454K +9,670 New
QAM
2064
QCI Asset Management
New York
$499K +$36.1K +770 +9%
SAM
2065
Security Asset Management
New York
$496K -$70.2K -1,496 -13%
NRS
2066
Neville Rodie & Shaw
New York
$493K -$46.9K -1,000 -9%
RVPG
2067
Relative Value Partners Group
$491K – – –
BRG
2068
Bay Rivers Group
Virginia
$491K +$1.41K +30 +0.3%
GIA
2069
Guyasuta Investment Advisors
Pennsylvania
$489K -$23.5K -500 -5%
BA
2070
Ballast Advisors
Minnesota
$489K +$19.8K +422 +5%
MSA
2071
Marino Stram & Associates
Massachusetts
$488K +$32K +681 +8%
BL
2072
Balentine LLC
Georgia
$485K +$76.7K +1,634 +21%
QCM
2073
Quantinno Capital Management
New York
$484K – – –
BBI
2074
Baxter Bros Inc
Connecticut
$483K +$516 +11 +0.1%
KA
2075
Klingman & Associates
New York
$483K +$44.4K +945 +11%
81 82
83
84 85