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Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1301
Nicholas Hoffman & Company
Georgia
$810K +$8.46K +43 +1%
LIA
1302
LifePlan Investment Advisors
North Carolina
$810K -$1.18K -6 -0.1%
RCA
1303
Resonant Capital Advisors
Wisconsin
$806K +$58K +295 +8%
HWMO
1304
Heritage Wealth Management (Ohio)
Ohio
$805K -$39K -198 -5%
HR
1305
Howe & Rusling
New York
$805K +$42.9K +218 +6%
MCCP
1306
Mission Creek Capital Partners
California
$804K -$87.6K -445 -2%
SVWAG
1307
Sound View Wealth Advisors Group
Georgia
$804K +$55.9K +284 +8%
AC
1308
Apella Capital
Connecticut
$803K +$214K +1,088 +34%
ESB
1309
Essex Savings Bank
Connecticut
$802K +$138K +701 +21%
SWM
1310
Sculati Wealth Management
Michigan
$800K -$171K -870 -18%
LI
1311
LMCG Investments
Massachusetts
$798K -$14.8K -75 -2%
RCM
1312
RB Capital Management
Nevada
$796K +$148K +751 +23%
BCFD
1313
Boit C.F. David
$788K – – –
RSWM
1314
Robertson Stephens Wealth Management
California
$787K -$61.6K -313 -7%
BOPW
1315
Brandywine Oak Private Wealth
Pennsylvania
$786K – – –
CT
1316
Colonial Trust
South Carolina
$783K -$75K -381 -9%
SWA
1317
Stratos Wealth Advisors
Ohio
$782K -$201K -1,021 -21%
HIA
1318
HTG Investment Advisors
Connecticut
$782K – – –
CMAI
1319
Capital Management Associates Inc
Minnesota
$781K +$313K +1,591 +69%
MBTD
1320
Mechanics Bank - Trust Department
California
$780K +$197K +1,000 +34%
MA
1321
MBA Advisors
Pennsylvania
$779K -$577K -2,932 -43%
WFAG
1322
Wescott Financial Advisory Group
Pennsylvania
$777K -$31.1K -158 -4%
AAP
1323
Arax Advisory Partners
Colorado
$777K -$186K -947 -20%
LF
1324
Lantz Financial
Illinois
$776K +$3.74K +19 +0.5%
LBC
1325
Lowe Brockenbrough & Co
Virginia
$775K +$1.57K +8 +0.2%
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