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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1301
Berman Capital Advisors
Georgia
$2.21M +$592K +36,920 +50%
HIP
1302
Harrell Investment Partners
Texas
$2.2M -$80.1K -5,000 -4%
ARC
1303
Advisor Resource Council
Texas
$2.19M +$1.76M +109,600 New
SWM
1304
Sugarloaf Wealth Management
Georgia
$2.19M +$121K +7,520 +7%
SAM
1305
SignalPoint Asset Management
Missouri
$2.19M +$1.31M +81,920 +297%
SAM
1306
Silvercrest Asset Management
New York
$2.18M -$20.5K -1,280 -1%
EWM
1307
Elite Wealth Management
Washington
$2.18M -$21.8K -1,360 -1%
TCOT
1308
Trust Company of Toledo
Ohio
$2.18M +$64.8K +4,040 +4%
CWM
1309
Centric Wealth Management
Illinois
$2.17M +$1.04M +65,160 +150%
GSWM
1310
Golden State Wealth Management
California
$2.17M +$369K +23,000 +27%
GFP
1311
Gryphon Financial Partners
Ohio
$2.17M +$41K +2,560 +2%
MFA
1312
Mayflower Financial Advisors
Massachusetts
$2.17M +$147K +9,200 +9%
OPS
1313
Orion Portfolio Solutions
Nebraska
$2.17M +$73.7K +4,600 +4%
PCM
1314
Palisade Capital Management
New Jersey
$2.16M -$834K -52,000 -33%
VWM
1315
Vigilare Wealth Management
Arizona
$2.16M -$82.7K -5,160 -5%
SL
1316
Stevard LLC
Illinois
$2.16M +$2.56K +160 +0.1%
DW
1317
Domani Wealth
Pennsylvania
$2.16M -$105K -6,520 -6%
NFSG
1318
Newbridge Financial Services Group
Florida
$2.15M +$168K +10,480 +11%
MHC
1319
Meyer Handelman Company
New York
$2.14M
SAM
1320
S.A. Mason
Michigan
$2.14M
PTC
1321
Private Trust Company
Ohio
$2.13M +$4.49K +280 +0.3%
FIM
1322
Freedom Investment Management
Connecticut
$2.13M -$325K -20,280 -16%
CCM
1323
Cribstone Capital Management
Maine
$2.13M +$16K +1,000 +0.9%
FIA
1324
FNY Investment Advisers
New York
$2.12M +$1.7M +106,000 New
JFGIW
1325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.12M +$254K +15,840 +18%