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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1876
Consolidated Planning Corp
Georgia
$289K
PFA
1877
Professional Financial Advisors
Nebraska
$288K +$291K +1,545 New
GWAG
1878
Garrett Wealth Advisory Group
Texas
$287K -$14.7K -78 -5%
BTW
1879
Boston Trust Walden
Massachusetts
$286K -$27.3K -145 -9%
FRA
1880
Front Row Advisors
California
$286K -$7.53K -40 -3%
SMC
1881
Smith, Moore & Co
Missouri
$285K +$24.5K +130 +10%
DL
1882
DOHJ LLC
Washington
$285K +$54.6K +290 +26%
BMO
1883
Beck Mack & Oliver
New York
$284K
EWM
1884
Evermay Wealth Management
Virginia
$282K +$3.2K +17 +1%
VIP
1885
Vantage Investment Partners
Missouri
$281K
JIP
1886
Jaffetilchin Investment Partners
Florida
$281K +$269K +1,426 New
Boston Partners
1887
Boston Partners
Massachusetts
$280K
SQA
1888
Simon Quick Advisors
New Jersey
$279K +$5.65K +30 +2%
RDWM
1889
Red Door Wealth Management
Tennessee
$278K +$9.42K +50 +4%
HC
1890
Henshaw Capital
Massachusetts
$277K +$34.3K +182 +15%
WG
1891
Winton Group
United Kingdom
$277K +$265K +1,405 New
FWM
1892
FSA Wealth Management
Massachusetts
$276K
RT
1893
Rockland Trust
Massachusetts
$274K -$2.45K -13 -0.9%
WCA
1894
Westover Capital Advisors
Delaware
$274K
RA
1895
Rational Advisors
New York
$272K -$422K -2,243 -62%
LDFR
1896
Lehman & Derafelo Financial Resources
Pennsylvania
$271K +$33.9K +180 +15%
TFM
1897
TFC Financial Management
Massachusetts
$270K +$258K +1,370 New
CGA
1898
Crescent Grove Advisors
Illinois
$267K +$942 +5 +0.4%
SRC
1899
Sage Rhino Capital
California
$266K -$55.7K -296 -18%
BMCM
1900
Bryn Mawr Capital Management
Pennsylvania
$266K