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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
801
V Wealth Advisors
Kansas
$239K -$92K -780 -27%
JFGIW
802
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K – – –
BFM
803
Boothbay Fund Management
New York
$239K +$245K +2,079 New
HHGA
804
Halbert Hargrove Global Advisors
California
$238K -$1.65K -14 -0.7%
GIA
805
Gateway Investment Advisers
Ohio
$236K -$14.3K -121 -6%
CAM
806
Carret Asset Management
New York
$236K -$5.89K -50 -2%
NFG
807
Next Financial Group
Texas
$236K +$354 +3 +0.1%
EIA
808
Edgemoor Investment Advisors
Maryland
$235K – – –
ISL
809
Ingalls & Snyder LLC
New York
$235K – – –
APG
810
Abacus Planning Group
South Carolina
$234K – – –
HTC
811
Haverford Trust Company
Pennsylvania
$233K – – –
VFP
812
Verus Financial Partners
Virginia
$232K +$235K +1,993 New
SSB
813
Sandy Spring Bank
Maryland
$231K – – –
BC
814
Bartlett & Co
Ohio
$231K +$236 +2 +0.1%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$231K +$236 +2 +0.1%
GAG
816
GM Advisory Group
New York
$230K – – –
LCM
817
LVM Capital Management
Michigan
$230K – – –
AWM
818
Avondale Wealth Management
Texas
$230K +$236K +2,000 +200,000%
FBB
819
Fulton Breakefield Broenniman
Maryland
$229K -$23.6K -200 -9%
PFWA
820
Paces Ferry Wealth Advisors
Georgia
$229K -$3.77K -32 -2%
CPC
821
Consolidated Planning Corp
Georgia
$229K – – –
SAM
822
Synergy Asset Management
Washington
$226K -$17.7K -150 -7%
KIA
823
KCM Investment Advisors
California
$226K – – –
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$226K +$30.7K +260 +15%
CM
825
Capula Management
Cayman Islands
$225K -$147K -1,250 -39%
31 32
33
34 35