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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1076
BHK Investment Advisors
Alabama
$363K – – –
CA
1077
Claro Advisors
Massachusetts
$363K – – –
HL
1078
HeadInvest LLC
Maine
$363K – – –
ACI
1079
Alpha Cubed Investments
California
$363K +$36.1K +161 +10%
ITIM
1080
Indiana Trust & Investment Management
Indiana
$362K -$20.2K -90 -5%
MWM
1081
Marietta Wealth Management
Georgia
$362K – – –
NIM
1082
Northeast Investment Management
Massachusetts
$361K +$61.6K +275 +19%
HSA
1083
HBK Sorce Advisory
Pennsylvania
$360K -$46.4K -207 -11%
BCA
1084
Bray Capital Advisors
Florida
$360K – – –
NL
1085
NWAM LLC
Washington
$360K +$180K +803 +88%
MWM
1086
Mattern Wealth Management
Kansas
$359K – – –
SLWA
1087
San Luis Wealth Advisors
California
$359K +$326K +1,454 New
B
1088
Brightworth
Georgia
$357K +$30.5K +136 +9%
SPWM
1089
Schrum Private Wealth Management
Florida
$356K – – –
EH
1090
Equitable Holdings
New York
$356K +$4.25K +19 +1%
MC
1091
Miramar Capital
Illinois
$356K +$381K +1,700 New
FAFN
1092
First Affirmative Financial Network
Colorado
$350K +$47.5K +212 +15%
AA
1093
Ancora Advisors
Ohio
$349K -$189K -846 -34%
SFG
1094
SevenBridge Financial Group
Pennsylvania
$349K – – –
CIC
1095
Crawford Investment Counsel
Georgia
$348K +$5.37K +24 +1%
BCAM
1096
Boston Common Asset Management
Massachusetts
$345K -$23.7K -106 -6%
MCM
1097
Manchester Capital Management
Vermont
$345K +$2.46K +11 +0.7%
GVAG
1098
Great Valley Advisor Group
Delaware
$344K -$55.1K -246 -13%
WCM
1099
Wunderlich Capital Managemnt
Tennessee
$344K -$3.58K -16 -1%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$343K -$16.8K -75 -4%
42 43
44
45 46