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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1051
Bourgeon Capital Management
Connecticut
$324K
WT
1052
Washington Trust
Rhode Island
$323K -$20.4K -318 -5%
CBA
1053
Coastal Bridge Advisors
Connecticut
$323K +$104K +1,628 +35%
SWA
1054
Stratos Wealth Advisors
Ohio
$322K +$6.85K +107 +2%
JSC
1055
Jackson Square Capital
California
$322K +$130K +2,033 +48%
WP
1056
WealthSource Partners
California
$322K +$399K +6,236 New
FSA
1057
Fort Sheridan Advisors
Illinois
$321K
FIM
1058
Freedom Investment Management
Connecticut
$321K +$398K +6,218 New
MFG
1059
Merit Financial Group
Georgia
$320K +$147K +2,295 +59%
BBI
1060
Baxter Bros Inc
Connecticut
$318K
PCP
1061
Proficio Capital Partners
Massachusetts
$317K +$12.9K +202 +3%
RCM
1062
Raleigh Capital Management
North Carolina
$317K +$31K +484 +9%
MGIA
1063
Moneta Group Investment Advisors
Missouri
$315K +$6.92K +108 +2%
DJSG
1064
D.J. St. Germain
Massachusetts
$315K +$39K +609 +11%
SFG
1065
Summit Financial Group
West Virginia
$313K +$81K +1,264 +26%
TFM
1066
TFC Financial Management
Massachusetts
$312K -$72.7K -1,135 -16%
SACTSONJ
1067
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$310K
SIC
1068
Samalin Investment Counsel
New York
$310K +$12.2K +191 +3%
OIA
1069
OneDigital Investment Advisors
Kansas
$310K +$59K +922 +18%
UBV
1070
United Bank (Virginia)
Virginia
$310K +$64K +1,000 +20%
AMIM
1071
Aull & Monroe Investment Management
Alabama
$306K
Cohen & Steers
1072
Cohen & Steers
New York
$305K -$208K -3,245 -35%
BJL
1073
Brighton Jones LLC
Washington
$304K +$10.7K +167 +3%
AF
1074
Aldebaran Financial
$303K -$64K -1,000 -14%
DA
1075
Duality Advisers
Florida
$302K +$375K +5,851 New