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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
751
Union Bancaire Privee
Switzerland
$321K -$220K -5,006 -38%
AWA
752
Arete Wealth Advisors
Illinois
$319K +$7.12K +162 +2%
WA
753
WBH Advisory
Maryland
$318K -$30.7K -700 -9%
BFG
754
Berger Financial Group
Minnesota
$318K -$2.2K -50 -0.7%
BTC
755
Bank & Trust Company
Illinois
$316K
CIA
756
Capital Investment Advisors
Georgia
$315K +$28.9K +659 +10%
TIA
757
Tiemann Investment Advisors
California
$314K -$13.2K -300 -4%
CS
758
Capital Square
Tennessee
$311K -$122K -2,789 -29%
HIC
759
Hartline Investment Corp
Illinois
$309K
DC
760
Davenport & Co
Virginia
$309K +$5.67K +129 +2%
BONH
761
Bank of New Hampshire
New Hampshire
$307K -$4.13K -94 -1%
SFC
762
Strategic Financial Concepts
Texas
$307K -$29.8K -678 -9%
VFA
763
Valeo Financial Advisors
Indiana
$306K +$19.5K +444 +7%
CGL
764
Clarius Group LLC
Washington
$305K +$6.19K +141 +2%
BTI
765
Blue Trust Inc
Georgia
$303K -$4.57K -104 -2%
AFG
766
Allegheny Financial Group
Pennsylvania
$303K -$59.1K -1,345 -17%
LBC
767
Leigh Baldwin & Co
New York
$301K +$1.67K +38 +0.6%
CCWM
768
Cassaday & Co Wealth Management
Virginia
$300K -$11.1K -252 -4%
CFG
769
Compton Financial Group
Maryland
$299K +$483 +11 +0.2%
MGIA
770
Moneta Group Investment Advisors
Missouri
$296K +$289K +6,585 New
VCM
771
Vivaldi Capital Management
Illinois
$292K +$2.42K +55 +0.9%
KFI
772
Key Financial Inc
Pennsylvania
$291K
DFP
773
Defined Financial Planning
California
$291K +$3.56K +81 +1%
ECM
774
Eisler Capital Management
United Kingdom
$291K +$289K +6,579 New
BIM
775
Baldwin Investment Management
Pennsylvania
$290K +$283K +6,450 New