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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Fragasso Financial Advisors
Pennsylvania
$238K +$229K +13,150 New
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$238K +$229K +13,120 New
AA
753
Ancora Advisors
Ohio
$236K +$228K +13,050 New
GC
754
Gratus Capital
Georgia
$235K +$226K +12,970 New
BW
755
Bison Wealth
Georgia
$234K -$27K -1,550 -11%
IP
756
Intellectus Partners
California
$234K – – –
MC
757
Miles Capital
Iowa
$232K -$342K -19,610 -60%
SQA
758
Simon Quick Advisors
New Jersey
$227K +$218K +12,500 New
SHCM
759
Stokes & Hubbell Capital Management
Louisiana
$226K +$217K +12,460 New
BBI
760
Baxter Bros Inc
Connecticut
$225K +$216K +12,410 New
HWA
761
Heritage Wealth Advisors
Virginia
$224K +$215K +12,330 New
DC
762
Davenport & Co
Virginia
$223K +$215K +12,300 New
CPA
763
Clear Perspective Advisors
Illinois
$223K – – –
VWA
764
V Wealth Advisors
Kansas
$220K – – –
SCM
765
Stonebridge Capital Management
California
$220K +$211K +12,110 New
AFNAS
766
American Financial Network Advisory Services
California
$219K +$211K +12,080 New
IIM
767
Intact Investment Management
Quebec, Canada
$217K -$192K -11,000 -48%
N
768
Natixis
France
$217K +$209K +12,000 New
RWA
769
Ropes Wealth Advisors
Massachusetts
$216K +$174K +10,000 +526%
MC
770
Moors & Cabot
Massachusetts
$215K +$207K +11,850 New
SWM
771
Segment Wealth Management
Texas
$214K +$206K +11,800 New
WC
772
Whitney & Co
New York
$211K – – –
GFPC
773
Global Financial Private Capital
Florida
$210K -$163K -9,360 -45%
HPWM
774
Highland Private Wealth Management
Washington
$210K +$202K +11,580 New
WPW
775
Waldron Private Wealth
Pennsylvania
$210K +$202K +11,590 New
29 30
31
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