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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1926
Canvas Wealth Advisors
Kansas
$239K +$229K +1,056 New
BAM
1927
Barrett Asset Management
New York
$238K – – –
AIA
1928
Arbor Investment Advisors
North Carolina
$238K +$228K +1,050 New
TCWM
1929
Total Clarity Wealth Management
Illinois
$237K -$24.1K -111 -10%
JEST
1930
JTC Employer Solutions Trustee
Jersey
$235K +$225K +1,035 New
EARNEST Partners
1931
EARNEST Partners
Georgia
$234K – – –
HR
1932
Howe & Rusling
New York
$234K – – –
SDWIA
1933
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$2.6K +12 +1%
TNB
1934
Thomasville National Bank
Georgia
$234K +$224K +1,032 New
FNWM
1935
Financial Network Wealth Management
Utah
$233K – – –
HI
1936
Hudock Inc
Pennsylvania
$233K – – –
SWM
1937
Segment Wealth Management
Texas
$233K – – –
LMAM
1938
Legg Mason Asset Management
Japan
$232K -$19.5K -90 -8%
PAMG
1939
Patton Albertson Miller Group
Tennessee
$232K – – –
M1FG
1940
Mach-1 Financial Group
Arkansas
$232K +$8.47K +39 +4%
PDM
1941
Penn Davis McFarland
Texas
$231K – – –
WTFG
1942
Wells Trecaso Financial Group
Ohio
$230K -$3.26K -15 -1%
UFA
1943
US Financial Advisors
Massachusetts
$230K – – –
MKC
1944
M. Kraus & Co
Vermont
$230K +$18.2K +84 +9%
WCM
1945
Whitener Capital Management
North Carolina
$230K +$18.2K +84 +9%
GGI
1946
Godsey & Gibb Inc
Virginia
$228K – – –
SWM
1947
Selective Wealth Management
Virginia
$228K +$218K +1,005 New
YMRC
1948
Yorktown Management & Research Company
Virginia
$228K +$218K +1,005 New
GFPC
1949
Global Financial Private Client
Florida
$227K +$54.1K +249 +33%
JGIA
1950
Jackson Grant Investment Advisers
Connecticut
$226K – – –