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Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1026
Westwood Holdings Group
Texas
$226K – – –
GCAC
1027
Guardian Capital Advisors (Canada)
Ontario, Canada
$225K +$205K +791 New
LA
1028
Latitude Advisors
Florida
$224K – – –
MCM
1029
McMillion Capital Management
North Carolina
$224K – – –
FMW
1030
Farr Miller & Washington
District of Columbia
$222K +$2.59K +10 +1%
MGWM
1031
Marks Group Wealth Management
Minnesota
$221K +$203K +781 New
VC
1032
Vicus Capital
Pennsylvania
$221K +$204K +788 New
UR
1033
USCA RIA
Texas
$219K – – –
ESB
1034
Essex Savings Bank
Connecticut
$218K -$13K -50 -5%
CBFP
1035
Cedar Brook Financial Partners
Ohio
$218K +$202K +779 New
IC
1036
Intersect Capital
California
$217K +$519 +2 +0.3%
BA
1037
Bluesphere Advisors
Pennsylvania
$217K +$201K +775 New
CAM
1038
Concorde Asset Management
Michigan
$216K – – –
JWCA
1039
J.W. Coons Advisors
Ohio
$216K – – –
OHIS
1040
Oak Harvest Investment Services
Texas
$216K +$200K +770 New
BWM
1041
BigSur Wealth Management
Florida
$215K +$199K +768 New
MWM
1042
Meridian Wealth Management
Kentucky
$214K +$198K +764 New
CAN
1043
Claraphi Advisory Network
United States
$213K -$6.49K -25 -3%
SDJVC
1044
St. Denis J. Villere & Co
Louisiana
$213K – – –
MCA
1045
Mercer Capital Advisers
New Jersey
$212K – – –
KPCM
1046
Kings Point Capital Management
New York
$212K +$14.5K +56 +8%
WPW
1047
Waldron Private Wealth
Pennsylvania
$212K +$197K +759 New
BFPW
1048
BOK Financial Private Wealth
Colorado
$211K +$195K +753 New
GSWM
1049
Golden State Wealth Management
California
$210K -$245K -944 -56%
AWM
1050
Atticus Wealth Management
Florida
$210K +$13K +50 +7%
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