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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1301
EARNEST Partners
Georgia
$349K – – –
BFG
1302
Beacon Financial Group
Texas
$348K -$297K -2,167 -50%
SSG
1303
Summit Securities Group
New York
$346K -$41.2K -300 -12%
EIA
1304
Eastover Investment Advisors
North Carolina
$345K – – –
WKWM
1305
Walter & Keenan Wealth Management
Indiana
$344K -$95.2K -694 -24%
AIM
1306
AIA Investment Management
Singapore
$344K +$82.2K +599 +38%
OWA
1307
One Wealth Advisors
California
$343K -$24.3K -177 -8%
RP
1308
Rowlandmiller & Partners
Georgia
$342K -$110K -800 -18%
BIM
1309
Bridgecreek Investment Management
Oklahoma
$341K – – –
WA
1310
Wealth Architects
California
$340K +$6.31K +46 +2%
W
1311
WealthStone
Ohio
$339K -$141K -1,026 -32%
PWMAG
1312
Pinnacle Wealth Management Advisory Group
New Jersey
$339K -$18.4K -134 -6%
SCM
1313
Stonebridge Capital Management
California
$338K – – –
GFP
1314
Gryphon Financial Partners
Ohio
$338K +$294K +2,143 New
FHC
1315
First Heartland Consultants
Missouri
$337K +$137 +1 +0%
GIA
1316
Gladstone Institutional Advisory
Florida
$336K +$61.6K +449 +27%
BBA
1317
Braun-Bostich & Associates
Pennsylvania
$335K -$288K -2,097 -50%
AIA
1318
Arbor Investment Advisors
North Carolina
$335K – – –
IBOK
1319
Independence Bank of Kentucky
Kentucky
$334K -$3.43K -25 -1%
SBSB
1320
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K – – –
AF
1321
Arrow Financial
New York
$333K – – –
HFAS
1322
Hummer Financial Advisory Services
Illinois
$331K – – –
PI
1323
Pettee Investors
Connecticut
$331K – – –
HR
1324
Hayden Royal
North Carolina
$329K -$57.6K -420 -17%
H
1325
HoyleCohen
California
$329K – – –