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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
701
Principle Wealth Partners
Connecticut
$344K – – –
WP
702
WMS Partners
Maryland
$343K – – –
VFA
703
Voya Financial Advisors
Connecticut
$342K -$962K -5,711 -74%
HCP
704
Hexagon Capital Partners
Arkansas
$337K +$73.4K +436 +29%
HCM
705
Hall Capital Management
Rhode Island
$335K +$324K +1,925 New
CI
706
Conning Inc
Connecticut
$333K -$76.8K -456 -19%
FRA
707
Front Row Advisors
California
$333K – – –
FHA
708
First Horizon Advisors
Tennessee
$332K – – –
SCA
709
Sippican Capital Advisors
Massachusetts
$331K -$21.1K -125 -6%
CFS
710
Cannon Financial Strategists
Georgia
$324K +$33.7K +200 +12%
GD
711
Grandfield & Dodd
New York
$320K – – –
CFA
712
Carroll Financial Associates
North Carolina
$320K +$41.9K +249 +16%
NIC
713
Northwest Investment Counselors
Oregon
$319K – – –
AWM
714
Accurate Wealth Management
Florida
$319K +$309K +1,833 New
MAFM
715
Mid Atlantic Financial Management
Pennsylvania
$318K +$10.3K +61 +3%
AFC
716
AFT Forsyth & Company
Florida
$315K – – –
IC
717
IEQ Capital
California
$314K +$88.8K +527 +41%
LA
718
Latitude Advisors
Florida
$313K +$22.4K +133 +8%
MA
719
MUFG Americas
New York
$312K -$33.7K -200 -10%
ESBC
720
E.S. Barr & Co
Kentucky
$311K +$75.8K +450 +34%
ESB
721
Essex Savings Bank
Connecticut
$308K – – –
CHAM
722
Clear Harbor Asset Management
Connecticut
$307K – – –
TF
723
Trek Financial
Arizona
$306K +$296K +1,758 New
TIA
724
Traphagen Investment Advisors
New Jersey
$305K +$674 +4 +0.2%
EF
725
Empirical Finance
Pennsylvania
$302K +$42.1K +250 +17%