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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1001
Busey Bank
Illinois
$579K -$43.3K -724 -8%
FWM
1002
Forza Wealth Management
Florida
$578K +$12.9K +215 +3%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$577K -$152K -2,533 -23%
MFA
1004
Mayflower Financial Advisors
Massachusetts
$576K -$58.3K -975 -10%
SIA
1005
Strategic Investment Advisors
Michigan
$574K +$11.6K +194 +2%
P
1006
Pitcairn
Pennsylvania
$569K +$64.2K +1,072 +15%
WB
1007
Webster Bank
Connecticut
$568K -$288K -4,808 -36%
HVIA
1008
Hudson Valley Investment Advisors
New York
$568K -$19.4K -325 -4%
LSA
1009
Lion Street Advisors
Texas
$566K -$598 -10 -0.1%
GPA
1010
Garrison Point Advisors
California
$566K +$2.99K +50 +0.6%
WT
1011
Washington Trust
Rhode Island
$564K -$27.5K -460 -5%
BMC
1012
Beaton Management Company
Massachusetts
$562K -$36.7K -614 -7%
DAS
1013
Diversify Advisory Services
Utah
$561K -$38.3K -640 -7%
BP
1014
Ballentine Partners
Massachusetts
$559K +$176K +2,943 +55%
CI
1015
Conning Inc
Connecticut
$559K – – –
FIA
1016
Foundations Investment Advisors
Arizona
$558K +$16.7K +279 +4%
CA
1017
Claro Advisors
Massachusetts
$558K +$202K +3,383 +70%
PA
1018
Persium Advisors
Georgia
$557K +$61.9K +1,035 +14%
IHL
1019
Investment House LLC
California
$557K -$331K -5,525 -40%
SWM
1020
SeaCrest Wealth Management
New York
$551K +$20.6K +344 +4%
AIA
1021
Affinity Investment Advisors
California
$551K -$223K -3,722 -31%
CWC
1022
Carolinas Wealth Consulting
North Carolina
$550K -$23.9K -400 -5%
CBT
1023
Crews Bank & Trust
Florida
$550K -$6.46K -108 -1%
WC
1024
Waterloo Capital
Texas
$547K -$46K -769 -9%
VCM
1025
Virtue Capital Management
Tennessee
$546K +$481K +8,043 New
39 40
41
42 43