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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
601
Teamwork Financial Advisors
Texas
$216K -$136K -2,650 -39%
BHWM
602
Bay Harbor Wealth Management
Maryland
$216K -$54.2K -1,056 -20%
CII
603
Capital International Inc
California
$216K +$66.7K +1,300 +44%
TCOV
604
Trust Company of Vermont
Vermont
$215K -$45K -878 -17%
GFS
605
GYL Financial Synergies
Connecticut
$215K +$216K +4,214 New
LBC
606
Lowe Brockenbrough & Co
Virginia
$214K -$8.21K -160 -4%
FI
607
FormulaFolio Investments
Michigan
$214K +$215K +4,189 New
QWM
608
Quaker Wealth Management
New Jersey
$214K +$215K +4,191 New
LAS
609
Lloyd Advisory Services
Georgia
$213K -$23K -449 -10%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$213K -$21.3K -416 -9%
LF
611
Lantz Financial
Illinois
$212K -$103K -2,010 -33%
SWA
612
Stratos Wealth Advisors
Ohio
$212K +$213K +4,149 New
GGI
613
GPM Growth Investors
Michigan
$212K +$213K +4,153 New
MIH
614
Meitav Investment House
Israel
$212K +$213K +4,160 New
AWM
615
Aberdeen Wealth Management
Illinois
$210K +$211K +4,110 New
PP
616
Palladium Partners
Virginia
$210K +$212K +4,128 New
IGGA
617
Iron Gate Global Advisors
Utah
$209K +$210K +4,091 New
SRC
618
Sage Rhino Capital
California
$209K +$210K +4,102 New
SSG
619
Summit Securities Group
New York
$208K +$209K +4,080 New
WA
620
Wealth Architects
California
$208K +$209K +4,080 New
BCWM
621
Bartlett & Co Wealth Management
Ohio
$208K
IAP
622
Indie Asset Partners
Indiana
$207K +$207K +4,040 New
CSIC
623
Clifford Swan Investment Counsel
California
$206K +$208K +4,048 New
CGL
624
Clarius Group LLC
Washington
$205K -$30.1K -587 -13%
BC
625
Bartlett & Co
Ohio
$205K