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Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
1426
Pacific Wealth Strategies Group
California
$17M -$1.23M -9,563 -6%
BA
1427
Ballast Advisors
Minnesota
$17M +$301K +2,346 +2%
GC
1428
GFG Capital
Florida
$16.9M -$8.39M -65,336 -32%
TW
1429
Transform Wealth
Colorado
$16.9M -$1.25M -9,741 -7%
MWM
1430
Modera Wealth Management
New Jersey
$16.9M -$470K -3,662 -3%
SWM
1431
Segment Wealth Management
Texas
$16.9M +$260K +2,023 +1%
CAN
1432
Claraphi Advisory Network
United States
$16.8M -$2.76M -21,465 -13%
WAP
1433
Wealthcare Advisory Partners
Pennsylvania
$16.8M +$2.65M +20,611 +18%
CS
1434
Comerica Securities
Michigan
$16.8M -$3.14M -24,426 -15%
CCC
1435
Chelsea Counsel Company
California
$16.7M -$321K -2,500 -2%
SGA
1436
Strategic Global Advisors
California
$16.7M +$324K +2,522 +2%
IFWM
1437
Institute for Wealth Management
Colorado
$16.7M +$67.4K +525 +0.4%
ZAM
1438
Zevin Asset Management
Massachusetts
$16.6M +$615K +4,791 +4%
MWM
1439
Minot Wealth Management
Massachusetts
$16.6M +$914K +7,122 +6%
AWM
1440
Altavista Wealth Management
North Carolina
$16.6M -$651K -5,075 -4%
HCM
1441
Harvey Capital Management
Florida
$16.6M +$824K +6,420 +5%
PP
1442
Paloma Partners
Connecticut
$16.6M +$5.84M +45,467 +50%
MIG
1443
McGuire Investment Group
Rhode Island
$16.6M -$2.35M -18,292 -12%
HFM
1444
Harvest Fund Management
China
$16.6M -$836K -6,513 -5%
CG
1445
CFO4Life Group
Texas
$16.5M +$165K +1,287 +1%
IIM
1446
Ipswich Investment Management
Massachusetts
$16.5M -$587K -4,577 -3%
LSAG
1447
Lake Street Advisors Group
New Hampshire
$16.5M -$1.13M -8,782 -6%
JWCA
1448
J.W. Coons Advisors
Ohio
$16.5M -$514K -4,003 -3%
RWM
1449
Rench Wealth Management
Texas
$16.5M -$166K -1,290 -0.9%
HCM
1450
Hollencrest Capital Management
California
$16.5M +$89.5K +697 +0.5%
56 57
58
59 60