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Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1201
Brooks Moore & Associates
Tennessee
$624K +$46.9K +425 +7%
CIAS
1202
Capital Investment Advisory Services
North Carolina
$622K +$718K +6,499 New
AAP
1203
Ardsley Advisory Partners
Connecticut
$622K +$718K +6,500 New
FAIM
1204
Financial Advocates Investment Management
Washington
$620K +$2.98K +27 +0.4%
TA
1205
TFG Advisers
Michigan
$620K +$56.7K +514 +9%
OCM
1206
One Capital Management
California
$620K +$257K +2,329 +56%
FWIA
1207
Fort Washington Investment Advisors
Ohio
$619K – – –
TWI
1208
Thomas White International
Illinois
$617K +$259K +2,347 +57%
SMFS
1209
Squar Milner Financial Services
California
$612K -$15.2K -138 -2%
BFO
1210
Boston Family Office
Massachusetts
$607K -$4.64K -42 -0.7%
EWM
1211
Elite Wealth Management
Washington
$606K +$698K +6,325 New
BCM
1212
BTC Capital Management
Iowa
$599K -$31.7K -287 -4%
VWM
1213
Valley Wealth Managers
New Jersey
$597K -$113K -1,025 -14%
RWA
1214
Redhawk Wealth Advisors
Minnesota
$596K -$52.6K -476 -7%
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$590K +$513K +4,650 +308%
CIA
1216
Capital Investment Advisors
Georgia
$589K -$4.2K -38 -0.6%
JWCA
1217
J.W. Coons Advisors
Ohio
$588K +$677K +6,133 New
IC
1218
Intersect Capital
California
$587K +$116K +1,055 +21%
S
1219
Seeyond
France
$586K -$413K -3,742 -25%
VIM
1220
Veritas Investment Management
United Kingdom
$586K +$248K +2,250 +58%
KWMG
1221
King Wealth Management Group
Florida
$583K +$112K +1,015 +20%
MFP
1222
Meridian Financial Partners
Virginia
$581K +$38.1K +345 +7%
RBFC
1223
Roman Butler Fullerton & Co
Missouri
$579K +$205K +1,855 +44%
WI
1224
WrapManager Inc
California
$577K +$26.1K +236 +4%
TFA
1225
Teamwork Financial Advisors
Texas
$576K +$664K +6,016 New
47 48
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