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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1201
One Wealth Advisors
California
$263K +$4.7K +15 +2%
RC
1202
Roundview Capital
New Jersey
$262K +$251K +802 New
BCFD
1203
Boit C.F. David
$261K – – –
FCCM
1204
First City Capital Management
Georgia
$261K – – –
JWM
1205
Janiczek Wealth Management
Colorado
$260K +$21.6K +69 +10%
SIGI
1206
Susquehanna International Group (Ireland)
Ireland
$259K -$19.1M -60,970 -99%
AA
1207
Ancora Advisors
Ohio
$259K -$21.6K -69 -8%
WC
1208
Woodstock Corp
Massachusetts
$259K – – –
MGIA
1209
Moneta Group Investment Advisors
Missouri
$258K -$61.1K -195 -20%
S
1210
SimplyRich
California
$258K +$248K +791 New
1WA
1211
180 Wealth Advisors
Washington
$256K -$43.9K -140 -15%
BFA
1212
Bragg Financial Advisors
North Carolina
$256K +$246K +785 New
HPM
1213
Hoxton Planning & Management
West Virginia
$256K +$246K +785 New
CCWM
1214
Cassaday & Co Wealth Management
Virginia
$254K +$244K +780 New
RIA
1215
Realta Investment Advisors
Delaware
$254K +$9.4K +30 +4%
SW
1216
SlateStone Wealth
Florida
$253K +$244K +777 New
BA
1217
Bluesphere Advisors
Pennsylvania
$253K – – –
AC
1218
Avestar Capital
New York
$253K +$243K +775 New
SCM
1219
Schnieders Capital Management
California
$252K -$3.76K -12 -2%
BEI
1220
Benjamin Edwards Inc
Missouri
$252K -$3.13K -10 -1%
PL
1221
Plancorp LLC
Missouri
$250K +$240K +767 New
RVPG
1222
Relative Value Partners Group
$250K +$240K +767 New
MTIC
1223
Missouri Trust & Investment Company
Missouri
$250K – – –
CAMG
1224
CWA Asset Management Group
Florida
$250K +$240K +766 New
CFO
1225
CVA Family Office
Colorado
$249K +$2.19K +7 +0.9%
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