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Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1151
Virtu Financial
New York
$990K +$1.05M +16,440 New
EHWM
1152
Eads & Heald Wealth Management
Georgia
$983K -$1.28K -20 -0.1%
WTA
1153
Washington Trust Advisors
Massachusetts
$983K +$1.04M +16,320 New
HTC
1154
Haverford Trust Company
Pennsylvania
$981K +$24.9K +390 +2%
SVWAG
1155
Sound View Wealth Advisors Group
Georgia
$978K +$16K +250 +2%
PWM
1156
PRW Wealth Management
Massachusetts
$977K -$112K -1,750 -10%
BFPW
1157
BOK Financial Private Wealth
Colorado
$975K +$148K +2,310 +17%
BFG
1158
Berger Financial Group
Minnesota
$975K +$794K +12,420 +329%
RWA
1159
Ropes Wealth Advisors
Massachusetts
$974K -$128K -2,000 -11%
VAG
1160
VisionPoint Advisory Group
Texas
$971K +$72.2K +1,130 +5%
PFP
1161
Paragon Financial Partners
California
$971K +$1.03M +16,110 New
LCOV
1162
London Company of Virginia
Virginia
$970K – – –
TCA
1163
Transcend Capital Advisors
New Jersey
$967K +$92K +1,440 +10%
CIM
1164
CIM Investment Management
Pennsylvania
$963K -$16K -250 -2%
FCA
1165
FinTrust Capital Advisors
South Carolina
$963K +$916K +14,340 +864%
MCP
1166
Mirador Capital Partners
California
$960K +$12.1K +190 +1%
HWA
1167
Heritage Wealth Advisors
Virginia
$958K – – –
FDCC
1168
Foster Dykema Cabot & Co
Massachusetts
$957K – – –
LWA
1169
Lineweaver Wealth Advisors
Ohio
$956K +$203K +3,170 +25%
TPWA
1170
TRUE Private Wealth Advisors
Oregon
$944K +$58.8K +920 +6%
MFG
1171
MidWestOne Financial Group
Iowa
$942K +$53K +830 +6%
SWA
1172
SFMG Wealth Advisors
Texas
$941K -$160K -2,510 -14%
NIM
1173
Northeast Investment Management
Massachusetts
$941K +$6.39K +100 +0.6%
BDF
1174
Balasa Dinverno & Foltz
$939K +$381K +5,970 +62%
SFA
1175
Semmax Financial Advisors
North Carolina
$936K -$259K -4,060 -21%
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