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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
876
Sound View Wealth Advisors Group
Georgia
$359K +$42.8K +598 +12%
WPC
877
Wedmont Private Capital
Pennsylvania
$357K +$29.9K +418 +9%
DBT
878
Dubuque Bank & Trust
Iowa
$355K -$152K -2,122 -30%
BTI
879
Blue Trust Inc
Georgia
$355K +$153K +2,137 +58%
GRP
880
Global Retirement Partners
California
$354K +$24.3K +339 +7%
AF
881
Advisornet Financial
Minnesota
$354K +$13.6K +190 +4%
CBT
882
CoreFirst Bank & Trust
Kansas
$353K +$30.4K +424 +10%
IFU
883
iSAM Funds (UK)
United Kingdom
$351K +$348K +4,852 New
MG
884
Mather Group
Illinois
$345K -$5.95K -83 -2%
PCS
885
Personal CFO Solutions
New Jersey
$344K -$10.9K -152 -3%
SFI
886
SPC Financial Inc
Maryland
$343K +$21.6K +301 +7%
CHC
887
City Holding Co
West Virginia
$341K – – –
DA
888
Dover Advisors
Virginia
$340K +$337K +4,703 New
Two Sigma Advisers
889
Two Sigma Advisers
New York
$340K +$337K +4,700 New
CBFP
890
Cedar Brook Financial Partners
Ohio
$339K +$27.9K +390 +9%
Marshall Wace
891
Marshall Wace
United Kingdom
$338K +$335K +4,672 New
KA
892
KLCM Advisors
Wisconsin
$338K +$358 +5 +0.1%
SWM
893
Silverlake Wealth Management
Vermont
$337K +$1.93K +27 +0.6%
FIM
894
Freedom Investment Management
Connecticut
$332K -$11.5K -160 -3%
BBWP
895
Beacon Bridge Wealth Partners
Pennsylvania
$332K +$328K +4,586 New
WAM
896
Worth Asset Management
Texas
$331K +$22.1K +309 +7%
Bank Julius Baer & Co
897
Bank Julius Baer & Co
Switzerland
$331K +$235K +3,274 +253%
WSC
898
Wellington Shields & Co
New York
$329K – – –
RCG
899
Rock Creek Group
District of Columbia
$328K +$92.9K +1,297 +40%
DWM
900
Drive Wealth Management
Utah
$326K -$57.2K -799 -15%