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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
551
MUFG Securities Americas
New York
$306K +$51K +112 +20%
FWIA
552
Fort Washington Investment Advisors
Ohio
$306K – – –
RP
553
Rowlandmiller & Partners
Georgia
$305K – – –
SF
554
Synovus Financial
Georgia
$304K – – –
SFS
555
Security Financial Services
Indiana
$303K +$31.4K +69 +12%
FIM
556
Freedom Investment Management
Connecticut
$302K -$8.65K -19 -3%
SAI
557
Savvy Advisors Inc
New York
$300K +$300K +659 New
AC
558
Apella Capital
Connecticut
$299K -$455 -1 -0.1%
IWM
559
IHT Wealth Management
Illinois
$299K -$3.19K -7 -1%
PTC
560
Petrus Trust Company
Texas
$296K +$297K +652 New
WJWM
561
Williams Jones Wealth Management
New York
$295K -$16.8K -37 -5%
SWM
562
Segment Wealth Management
Texas
$293K +$293K +644 New
SAM
563
Seelaus Asset Management
New Jersey
$291K – – –
KIA
564
KCM Investment Advisors
California
$291K – – –
SCA
565
Stokes Capital Advisors
South Carolina
$291K – – –
MFAM
566
Motley Fool Asset Management
Virginia
$287K +$33.2K +73 +13%
HSA
567
HBK Sorce Advisory
Pennsylvania
$285K -$25.5K -56 -8%
BSI
568
Bennett Selby Investments
Maine
$283K – – –
PWM
569
Perigon Wealth Management
California
$281K +$8.2K +18 +3%
BFS
570
Bradley Foster & Sargent
Connecticut
$281K – – –
FFM
571
Forum Financial Management
Illinois
$280K +$44.2K +97 +19%
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$280K -$4.55K -10 -2%
MP
573
Moment Partners
California
$279K -$911 -2 -0.3%
VCM
574
Versant Capital Management
Arizona
$278K – – –
SI
575
Seeds Investor
New York
$277K -$911 -2 -0.3%
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