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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
976
Crawford Investment Counsel
Georgia
$617K -$118K -900 -15%
ATC
977
Argent Trust Co
Tennessee
$616K -$5.52K -42 -0.8%
OWA
978
Octavia Wealth Advisors
Ohio
$611K +$22.7K +173 +3%
BS
979
Banco Santander
Spain
$603K +$484K +3,680 +262%
CA
980
Claro Advisors
Massachusetts
$602K -$657 -5 -0.1%
GBWM
981
Granite Bay Wealth Management
New Hampshire
$601K – – –
LAS
982
Legacy Advisory Services
Pennsylvania
$601K – – –
PWP
983
Precedent Wealth Partners
Texas
$600K +$665K +5,059 New
AFA
984
AA Financial Advisors
Ohio
$597K +$25K +190 +4%
BCM
985
Berbice Capital Management
New York
$595K – – –
FCAS
986
First Command Advisory Services
Texas
$594K – – –
BCM
987
Brookstone Capital Management
Illinois
$594K +$87.9K +669 +15%
FWP
988
Forefront Wealth Partners
Texas
$592K +$372K +2,830 +131%
IAMOG
989
Investors Asset Management of Georgia
Georgia
$591K +$655K +4,985 New
FCH
990
Freestone Capital Holdings
Washington
$591K +$198K +1,509 +43%
PFA
991
Pure Financial Advisors
California
$590K +$85.1K +648 +15%
WHG
992
Westwood Holdings Group
Texas
$589K +$655K +4,983 New
WPC
993
Wedmont Private Capital
Pennsylvania
$588K +$242K +1,845 +60%
FM
994
Family Management
New York
$584K -$35.6K -271 -5%
FPH
995
Financial Planning Hawaii
Hawaii
$584K – – –
OS
996
Objectivity Squared
South Carolina
$583K -$11.2K -85 -2%
BHPW
997
Beverly Hills Private Wealth
California
$583K -$35.3K -269 -5%
BWP
998
Barlow Wealth Partners
Kentucky
$580K – – –
HWAM
999
Hennion & Walsh Asset Management
New Jersey
$580K +$101K +766 +19%
CCA
1000
Cravens & Co Advisors
Tennessee
$576K +$19.8K +151 +3%
38 39
40
41 42