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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
776
Braun Stacey Associates
New York
$992K – – –
GLR
777
Great Lakes Retirement
Ohio
$989K -$12.6K -63 -1%
FC
778
Forte Capital
New York
$975K +$945K +4,745 New
TAP
779
Tounjian Advisory Partners
Florida
$967K +$937K +4,706 New
WA
780
WBH Advisory
Maryland
$967K +$1.59K +8 +0.2%
KNW
781
Kesler Norman & Wride
Utah
$957K +$41.6K +209 +5%
SHFA
782
SC&H Financial Advisors
Maryland
$938K – – –
CBUSF
783
Construction & Building Unions Superannuation Fund
Australia
$925K – – –
IA
784
Intellus Advisors
Florida
$925K – – –
ANBT
785
American National Bank & Trust
Texas
$923K -$196K -983 -18%
SEP
786
Southland Equity Partners
Missouri
$920K +$11.2K +56 +1%
EB
787
Eastern Bank
Massachusetts
$918K -$39K -196 -4%
TFA
788
Toth Financial Advisory
Virginia
$915K +$217K +1,088 +32%
PPWM
789
Paragon Private Wealth Management
Kentucky
$914K +$19.9K +100 +2%
GF
790
Gries Financial
Ohio
$898K -$43.4K -218 -5%
MG
791
Mather Group
Illinois
$898K +$57K +286 +7%
MIP
792
Marietta Investment Partners
Wisconsin
$897K -$29.9K -150 -3%
SCM
793
SCS Capital Management
Massachusetts
$883K +$856K +4,297 New
MME
794
Meag Munich Ergo
Germany
$883K +$856K +4,295 New
AO
795
Advisor OS
Illinois
$882K +$84.7K +425 +11%
VFA
796
Voya Financial Advisors
Connecticut
$878K -$78.3K -393 -8%
CFO
797
Callan Family Office
Pennsylvania
$870K -$782K -3,925 -48%
OAM
798
Ostrum Asset Management
France
$862K -$83.1K -417 -9%
JWCA
799
J.W. Coons Advisors
Ohio
$861K -$227K -1,140 -21%
SPA
800
Sherbrooke Park Advisers
New York
$861K -$402K -2,017 -33%