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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
701
Certified Advisory Corp
Florida
$168K +$374 +1 +0.2%
WR
702
Watson Rebecca
$167K +$161K +430 New
BL
703
Balentine LLC
Georgia
$166K -$2.25K -6 -1%
HPC
704
HM Payson & Co
Maine
$166K
WPA
705
West Paces Advisors
Georgia
$159K
AIM
706
Acropolis Investment Management
Missouri
$156K +$374 +1 +0.2%
BEAM
707
Baker Ellis Asset Management
Washington
$155K
AAP
708
Arax Advisory Partners
Colorado
$152K
AWM
709
Atticus Wealth Management
Florida
$151K -$3.37K -9 -2%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$144K
ADL
711
Asset Dedication LLC
California
$143K -$1.5K -4 -1%
SWA
712
Sutton Wealth Advisors
Florida
$132K
FP
713
Financial Perspectives
Minnesota
$131K
FFC
714
First Financial Corp
Indiana
$124K
BDS
715
Banco de Sabadell
Florida
$123K -$20.6K -55 -15%
PFGIA
716
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$748 +2 +0.6%
RCG
717
Rock Creek Group
District of Columbia
$122K -$969K -2,589 -89%
ST
718
Smithfield Trust
Pennsylvania
$115K +$87.6K +234 +377%
BCA
719
Berman Capital Advisors
Georgia
$114K +$26.9K +72 +32%
PA
720
Procyon Advisors
Connecticut
$112K -$374 -1 -0.3%
SIAS
721
Shine Investment Advisory Services
Colorado
$103K
AIM
722
AIA Investment Management
Singapore
$102K +$84.6K +226 +628%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K -$269K -719 -73%
TCOV
724
Trust Company of Vermont
Vermont
$100K
FWM
725
Focused Wealth Management
New York
$97K +$93.5K +250 New