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Name Holding Trade Value Shares
Change
Change in
Stake
FI
701
FormulaFolio Investments
Michigan
$726K +$545K +10,080 New
HA
702
Harfst & Associates
Wyoming
$719K +$13K +240 +2%
EWM
703
Empirical Wealth Management
Washington
$717K -$230K -4,245 -30%
WSTAM
704
Wilbanks Smith & Thomas Asset Management
Virginia
$715K -$557K -10,305 -51%
GVAG
705
Great Valley Advisor Group
Delaware
$714K +$536K +9,915 New
NB
706
Norinchukin Bank
Japan
$712K +$39.8K +735 +8%
ACA
707
Affinity Capital Advisors
California
$711K -$11.4K -210 -2%
DWM
708
Dakota Wealth Management
Florida
$705K +$530K +9,795 New
FCH
709
Freestone Capital Holdings
Washington
$704K +$529K +9,780 New
TCM
710
Tanaka Capital Management
New York
$703K
HPWM
711
Highland Private Wealth Management
Washington
$699K +$35.7K +660 +7%
WB
712
WesBanco Bank
West Virginia
$698K -$9.74K -180 -2%
RWA
713
Ropes Wealth Advisors
Massachusetts
$694K
WTB
714
Washington Trust Bank
Washington
$693K
TCM
715
Tuttle Capital Management
Connecticut
$693K +$521K +9,630 New
CFA
716
Carroll Financial Associates
North Carolina
$691K +$76.3K +1,410 +17%
ZIC
717
ZWJ Investment Counsel
Georgia
$690K -$163K -3,015 -24%
IAIM
718
International Assets Investment Management
Florida
$688K -$13K -240 -2%
SWMG
719
Strategic Wealth Management Group
Maryland
$688K
SC
720
Sepio Capital
Utah
$681K +$136K +2,520 +36%
WIA
721
Wealthstreet Investment Advisors
Texas
$676K +$4.06K +75 +0.8%
NAS
722
Nicolet Advisory Services
Wisconsin
$676K +$25.2K +465 +5%
WAP
723
Wealthcare Advisory Partners
Pennsylvania
$672K -$3.25K -60 -0.6%
CIC
724
Carnegie Investment Counsel
Ohio
$671K +$20.3K +375 +4%
MFG
725
Merit Financial Group
Georgia
$668K -$103K -1,905 -17%