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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1226
RWA Wealth Partners
Massachusetts
$368K +$5.04K +21 +1%
FLI
1227
Family Legacy Inc
South Carolina
$367K +$5.76K +24 +2%
SP
1228
Symmetry Partners
Connecticut
$366K -$604K -2,518 -64%
BL
1229
Balentine LLC
Georgia
$366K +$340K +1,415 New
VWA
1230
Visionary Wealth Advisors
Illinois
$364K -$39.4K -164 -10%
EFS
1231
Essex Financial Services
Connecticut
$364K +$68.9K +287 +26%
VAFP
1232
Vahanian & Associates Financial Planning
New York
$364K +$337K +1,406 New
CCG
1233
Cypress Capital Group
Florida
$363K -$5.04K -21 -1%
GF
1234
Gabelli Funds
New York
$362K -$78K -325 -19%
BEAM
1235
Baker Ellis Asset Management
Washington
$362K – – –
WAM
1236
WFA Asset Management
Wisconsin
$361K +$335K +1,397 New
PAA
1237
Peregrine Asset Advisers
Oregon
$360K – – –
H
1238
HoyleCohen
California
$359K -$40.3K -168 -11%
BFA
1239
Bragg Financial Advisors
North Carolina
$359K – – –
SWM
1240
Shelton Wealth Management
Texas
$358K +$332K +1,384 New
MM
1241
Meridian Management
Arkansas
$357K +$12K +50 +4%
AWM
1242
Axxcess Wealth Management
California
$357K +$331K +1,379 New
GWS
1243
Glassman Wealth Services
Virginia
$353K -$36K -150 -10%
VST
1244
Van Strum & Towne
California
$353K – – –
SWA
1245
Stratos Wealth Advisors
Ohio
$353K +$48K +200 +17%
B
1246
Barings
North Carolina
$350K -$27.4K -114 -8%
BC
1247
Bridgefront Capital
Texas
$348K +$46.3K +193 +17%
WWM
1248
Windsor Wealth Management
Indiana
$348K +$59.8K +249 +23%
AOWM
1249
Alpha Omega Wealth Management
Virginia
$343K -$5.52K -23 -2%
ABC
1250
Associated Banc-Corp
Wisconsin
$343K – – –
48 49
50
51 52