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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1026
V Wealth Advisors
Kansas
$312K +$310K +4,034 New
TT
1027
TI-Trust
Illinois
$310K
HCM
1028
Hengehold Capital Management
Ohio
$310K
BTI
1029
Blue Trust Inc
Georgia
$310K +$22.8K +297 +8%
Simplex Trading
1030
Simplex Trading
Illinois
$310K +$308K +4,015 New
MAG
1031
MRA Advisory Group
New Jersey
$310K +$308K +4,012 New
GAG
1032
GM Advisory Group
New York
$308K
WSCM
1033
Wellington Shields Capital Management
New York
$308K
WAG
1034
Winthrop Advisory Group
Massachusetts
$308K
CFP
1035
Catalyst Financial Partners
Massachusetts
$307K +$15.3K +199 +5%
PAI
1036
Pittenger & Anderson Inc
Nebraska
$306K
PCA
1037
Peddock Capital Advisors
Massachusetts
$305K +$77 +1 +0%
AG
1038
Advocate Group
Minnesota
$304K -$5.6K -73 -2%
MFG
1039
Merit Financial Group
Georgia
$303K -$50.5K -658 -14%
AWA
1040
Arete Wealth Advisors
Illinois
$303K -$5.76K -75 -2%
GB
1041
Goepper Burkhardt
South Carolina
$303K
CPA
1042
Capital Planning Advisors
California
$303K -$6.83K -89 -2%
RMDI
1043
R.M. Davis Inc
Maine
$302K -$25.6K -333 -8%
PWM
1044
Perigon Wealth Management
California
$301K +$4.37K +57 +1%
KIC
1045
Keating Investment Counselors
Florida
$300K -$12.3K -160 -4%
SIA
1046
Strategic Investment Advisors
Michigan
$300K +$384 +5 +0.1%
LIM
1047
Leavell Investment Management
Alabama
$298K
BIA
1048
Bigelow Investment Advisors
Maine
$298K +$58.1K +757 +24%
ONST
1049
Old North State Trust
North Carolina
$297K
WFAG
1050
Wescott Financial Advisory Group
Pennsylvania
$297K +$13.7K +178 +5%