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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
651
Mayflower Financial Advisors
Massachusetts
$630K +$585K +5,570 New
PCA
652
Personal Capital Advisors
California
$627K +$1.05K +10 +0.2%
MWM
653
Mission Wealth Management
California
$619K -$37.8K -360 -6%
EP
654
Eudaimonia Partners
Tennessee
$619K +$102K +970 +22%
ACM
655
Aljian Capital Management
Nevada
$616K +$23.1K +220 +4%
MIH
656
Meitav Investment House
Israel
$615K -$127K -1,210 -18%
ZIM
657
Zacks Investment Management
Illinois
$614K -$8.4K -80 -1%
9WM
658
9258 Wealth Management
Ohio
$614K +$16.8K +160 +3%
LSPW
659
Lake Street Private Wealth
Illinois
$610K +$133K +1,270 +31%
G
660
Gainplan
Michigan
$603K +$559K +5,330 New
CWG
661
Cornerstone Wealth Group
North Carolina
$602K – – –
BA
662
Bridgewater Associates
Connecticut
$598K +$556K +5,300 New
SIG
663
Sargent Investment Group
Maryland
$597K -$27.3K -260 -5%
BSAM
664
Blue Square Asset Management
New York
$590K +$124K +1,180 +29%
QCM
665
Quest Capital Management
Texas
$584K -$58.8K -560 -10%
ACA
666
Aptus Capital Advisors
Alabama
$579K +$7.35K +70 +1%
FBB
667
Fulton Breakefield Broenniman
Maryland
$577K +$21K +200 +4%
AC
668
Abbrea Capital
California
$575K +$278K +2,650 +109%
MMPW
669
Mitchell McLeod Pugh & Williams
Alabama
$574K – – –
MC
670
Maverick Capital
Texas
$572K +$530K +5,050 New
NFG
671
Next Financial Group
Texas
$568K +$203K +1,930 +62%
OAM
672
Oberweis Asset Management
Illinois
$567K +$149K +1,420 +40%
ACM
673
Anfield Capital Management
California
$566K – – –
BWM
674
Buckley Wealth Management
Nevada
$566K – – –
FMW
675
Farr Miller & Washington
District of Columbia
$566K – – –
25 26
27
28 29