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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1176
Signature Wealth Management Group
Georgia
$5.6M +$179K +437 +3%
WAC
1177
William Allan Corp
Colorado
$5.6M +$149K +365 +3%
SFA
1178
Souders Financial Advisors
Ohio
$5.6M -$1.16M -2,830 -16%
CNBT
1179
Canandaigua National Bank & Trust
New York
$5.59M -$42.9K -105 -0.7%
RFA
1180
ROI Financial Advisors
Oregon
$5.58M -$65.4K -160 -1%
WCM
1181
Windward Capital Management
California
$5.54M -$73.5K -180 -1%
CIP
1182
Convergence Investment Partners
Florida
$5.53M +$713K +1,746 +14%
FRA
1183
Frank Rimerman Advisors
California
$5.53M +$209K +512 +4%
MWM
1184
Modern Wealth Management
Kansas
$5.5M +$852K +2,085 +17%
IAMOG
1185
Investors Asset Management of Georgia
Georgia
$5.49M -$65.4K -160 -1%
BFG
1186
Berger Financial Group
Minnesota
$5.48M +$726K +1,776 +14%
SWM
1187
SeaCrest Wealth Management
New York
$5.47M +$465K +1,139 +9%
FPGT
1188
Financial Partners Group (Tennessee)
Tennessee
$5.47M -$31.9K -78 -0.6%
OPW
1189
Osprey Private Wealth
New York
$5.47M +$118K +290 +2%
HAM
1190
Harmony Asset Management
Arizona
$5.45M -$380K -931 -6%
AIMA
1191
Ables Iannone Moore & Associates
Georgia
$5.43M -$9.4K -23 -0.2%
GBWM
1192
Granite Bay Wealth Management
New Hampshire
$5.42M +$5.69M +13,925 New
JAG
1193
Journey Advisory Group
Kentucky
$5.41M – – –
CFCI
1194
Comprehensive Financial Consultants Institutional
Indiana
$5.4M +$152K +372 +3%
DIP
1195
DT Investment Partners
Pennsylvania
$5.4M -$411K -1,007 -7%
FBT
1196
First Bankers Trust
Kentucky
$5.39M -$166K -407 -3%
ACM
1197
Alpha Capital Management
Texas
$5.39M +$21.7K +53 +0.4%
NPT
1198
Nixon Peabody Trust
Massachusetts
$5.38M +$214K +523 +4%
EFS
1199
Essex Financial Services
Connecticut
$5.36M -$47.4K -116 -0.8%
AMIM
1200
Aull & Monroe Investment Management
Alabama
$5.36M -$592K -1,450 -10%
46 47
48
49 50