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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$343K +$418K +4,301 New
AP
502
Advisor Partners
California
$342K +$19.3K +199 +5%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$338K -$194 -2 -0%
AP
504
Americana Partners
Texas
$337K +$415K +4,274 New
BF
505
BOK Financial
Oklahoma
$335K -$29K -299 -7%
BBA
506
BLB&B Advisors
Pennsylvania
$334K -$35.2K -363 -8%
SIA
507
SkyView Investment Advisors
New Jersey
$334K +$170K +1,748 +71%
FCAG
508
First Capital Advisors Group
New Jersey
$334K +$407K +4,196 New
MAG
509
MRA Advisory Group
New Jersey
$334K +$407K +4,196 New
CAM
510
Cubic Asset Management
Massachusetts
$331K
HHAA
511
Henry H. Armstrong Associates
Pennsylvania
$331K +$404K +4,158 New
ACS
512
Archford Capital Strategies
Illinois
$329K -$5.92K -61 -1%
AWM
513
Altium Wealth Management
New York
$328K
SIA
514
Schechter Investment Advisors
Michigan
$325K -$5.24K -54 -1%
RFO
515
RiverGlades Family Offices
Florida
$319K
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$312K +$29.3K +302 +8%
SSG
517
Summit Securities Group
New York
$311K -$136K -1,400 -26%
WJWM
518
Williams Jones Wealth Management
New York
$310K +$378K +3,889 New
DI
519
Diligent Investors
California
$303K
AAM
520
Alken Asset Management
United Kingdom
$303K +$369K +3,800 New
QCG
521
Quadrant Capital Group
Ohio
$297K -$10.4K -107 -3%
CJFS
522
Coulter & Justus Financial Services
Tennessee
$295K +$359K +3,700 New
QPBE
523
Quintet Private Bank (Europe)
Luxembourg
$294K +$484K +4,981 New
EHAM
524
Eagle Harbor Asset Management
Washington
$294K +$358K +3,692 New
SPIA
525
Steward Partners Investment Advisory
New York
$294K -$388 -4 -0.1%