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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1926
Barrett Asset Management
New York
$238K
AIA
1927
Arbor Investment Advisors
North Carolina
$238K +$228K +1,050 New
TCWM
1928
Total Clarity Wealth Management
Illinois
$237K -$24.1K -111 -10%
JEST
1929
JTC Employer Solutions Trustee
Jersey
$235K +$225K +1,035 New
EARNEST Partners
1930
EARNEST Partners
Georgia
$234K
HR
1931
Howe & Rusling
New York
$234K
SDWIA
1932
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$2.6K +12 +1%
TNB
1933
Thomasville National Bank
Georgia
$234K +$224K +1,032 New
FNWM
1934
Financial Network Wealth Management
Utah
$233K
HI
1935
Hudock Inc
Pennsylvania
$233K
SWM
1936
Segment Wealth Management
Texas
$233K
LMAM
1937
Legg Mason Asset Management
Japan
$232K -$19.5K -90 -8%
PAMG
1938
Patton Albertson Miller Group
Tennessee
$232K
M1FG
1939
Mach-1 Financial Group
Arkansas
$232K +$8.47K +39 +4%
PDM
1940
Penn Davis McFarland
Texas
$231K
WTFG
1941
Wells Trecaso Financial Group
Ohio
$230K -$3.26K -15 -1%
UFA
1942
US Financial Advisors
Massachusetts
$230K
MKC
1943
M. Kraus & Co
Vermont
$230K +$18.2K +84 +9%
WCM
1944
Whitener Capital Management
North Carolina
$230K +$18.2K +84 +9%
GGI
1945
Godsey & Gibb Inc
Virginia
$228K
SWM
1946
Selective Wealth Management
Virginia
$228K +$218K +1,005 New
YMRC
1947
Yorktown Management & Research Company
Virginia
$228K +$218K +1,005 New
GFPC
1948
Global Financial Private Client
Florida
$227K +$54.1K +249 +33%
JGIA
1949
Jackson Grant Investment Advisers
Connecticut
$226K
BBP
1950
Banco BTG Pactual
Brazil
$226K +$216K +996 New