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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Claro Advisors
Massachusetts
$292K
WKWM
702
Walter & Keenan Wealth Management
Indiana
$291K
MIA
703
MMBG Investment Advisors
Florida
$289K -$162K -810 -36%
PIM
704
Penobscot Investment Management
Massachusetts
$289K
AF
705
Advisornet Financial
Minnesota
$289K +$36.3K +181 +15%
Thrivent Financial for Lutherans
706
Thrivent Financial for Lutherans
Minnesota
$289K +$285K +1,424 New
KTC
707
Kistler-Tiffany Companies
Pennsylvania
$288K
OL
708
Optas LLC
Texas
$288K +$23.8K +119 +9%
AllianceBernstein
709
AllianceBernstein
Tennessee
$288K +$40.5K +202 +17%
TFS
710
TrustCore Financial Services
Tennessee
$288K +$170K +850 +149%
PCA
711
Personal Capital Advisors
California
$287K -$62.7K -313 -18%
EARNEST Partners
712
EARNEST Partners
Georgia
$287K
CF
713
Centaurus Financial
California
$285K -$34.1K -170 -11%
AWA
714
Arkadios Wealth Advisors
Georgia
$283K +$33.5K +167 +14%
SCM
715
SOL Capital Management
Maryland
$280K
HBT
716
Hills Bank & Trust
Iowa
$279K
VHAM
717
Van Hulzen Asset Management
California
$279K
HFG
718
Heron Financial Group
New York
$278K
RCA
719
Resonant Capital Advisors
Wisconsin
$278K +$269K +1,344 New
BIAS
720
Beacon Investment Advisory Services
New Jersey
$277K -$1K -5 -0.4%
E
721
Ergoteles
New York
$277K +$69.9K +349 +34%
IIM
722
InTrack Investment Management
Vermont
$277K +$273K +1,364 New
FCI
723
Financial Counselors Inc
Kansas
$276K -$26.6K -133 -9%
WB
724
Webster Bank
Connecticut
$274K -$18K -90 -6%
EC
725
Enhancing Capital
Pennsylvania
$274K