Name Holding Trade Value Shares
Change
Change in
Stake
WF
676
Womack Financial
Texas
$315K – – –
EWA
677
EverSource Wealth Advisors
Alabama
$313K -$35.9K -135 -10%
BWM
678
BlackDiamond Wealth Management
New York
$311K -$7.17K -27 -2%
CIC
679
Carnegie Investment Counsel
Ohio
$311K -$106K -400 -24%
PI
680
PFG Investments
New York
$310K +$54.2K +204 +20%
GM
681
GeoWealth Management
Illinois
$310K +$16.5K +62 +5%
FCM
682
Frontier Capital Management
Massachusetts
$309K -$43.3K -163 -12%
AFW
683
Avantra Family Wealth
Pennsylvania
$309K -$30.8K -116 -9%
QCG
684
Quadrant Capital Group
Ohio
$307K -$1.59K -6 -0.5%
AIMA
685
Ables Iannone Moore & Associates
Georgia
$305K -$2.66K -10 -0.8%
FSA
686
Financial Sense Advisors
California
$304K +$797 +3 +0.2%
PFS
687
Physicians Financial Services
North Carolina
$302K – – –
ECM
688
Evergreen Capital Management
Washington
$301K +$45.7K +172 +17%
WT
689
Whittier Trust
California
$300K – – –
BFIM
690
Beese Fulmer Investment Management
Ohio
$300K +$318K +1,196 New
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$300K -$18.9K -71 -6%
HI
692
Harbour Investments
Wisconsin
$299K -$14.1K -53 -4%
KFI
693
Key Financial Inc
Pennsylvania
$297K -$10.9K -41 -3%
MOS
694
MGO One Seven
Ohio
$294K +$1.59K +6 +0.5%
CIC
695
Chilton Investment Company
Connecticut
$294K +$20.7K +78 +7%
BP
696
Ballentine Partners
Massachusetts
$289K -$14.6K -55 -5%
ETC
697
Exchange Traded Concepts
Oklahoma
$288K -$29.5K -111 -9%
CP
698
Covenant Partners
Tennessee
$287K – – –
IIM
699
Ipswich Investment Management
Massachusetts
$287K – – –
ESB
700
Essex Savings Bank
Connecticut
$287K -$21.8K -82 -7%