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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2226
John W. Bristol & Co
New York
$476K – – –
CWM
2227
Cahaba Wealth Management
Georgia
$474K +$489K +11,037 New
NEIRG
2228
New England Investment & Retirement Group
Massachusetts
$473K +$40.4K +912 +9%
CAIMH
2229
Central Asset Investments & Management Holdings
Hong Kong
$473K +$487K +11,000 New
QCM
2230
Quest Capital Management
Texas
$472K -$70.5K -1,591 -13%
SIC
2231
Samalin Investment Counsel
New York
$472K +$17.1K +385 +4%
EA
2232
Emerald Advisors
Washington
$471K +$7.53K +170 +2%
PBC
2233
Pavion Blue Capital
California
$470K – – –
PBT
2234
Pictet Bank & Trust
Bahamas
$469K -$455K -10,280 -49%
OR
2235
Olympiad Research
Connecticut
$467K – – –
TP
2236
Tranquility Partners
Tennessee
$467K +$482K +10,869 New
GHA
2237
GW Henssler & Associates
Georgia
$466K -$13.7M -309,900 -97%
SF
2238
Symphony Financial
Texas
$466K -$118K -2,672 -20%
EGA
2239
Eagle Global Advisors
Texas
$466K -$6.64K -150 -1%
TFA
2240
Trinity Financial Advisors
Ohio
$466K +$266 +6 +0.1%
RVPG
2241
Relative Value Partners Group
$466K +$19.9K +450 +4%
WFA
2242
WestHill Financial Advisors
California
$466K +$480K +10,832 New
RWMH
2243
Riverpoint Wealth Management Holdings
Illinois
$465K -$86.4K -1,950 -15%
CAL
2244
Capital Advisors Ltd
Ohio
$465K +$14.8K +334 +3%
PWSG
2245
Pacific Wealth Strategies Group
California
$465K +$28.4K +641 +6%
AA
2246
ACT Advisors
North Carolina
$462K – – –
CWG
2247
Cornerstone Wealth Group
North Carolina
$461K +$25.7K +580 +6%
UC
2248
Unio Capital
New Jersey
$459K – – –
PCM
2249
Pointe Capital Management
Michigan
$459K +$10.1K +229 +2%
EBA
2250
Eagle Bay Advisors
New York
$459K +$229K +5,172 +95%