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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Chemistry Wealth Management
New York
$24.9M -$913K -4,043 -4%
UE
1677
Unisphere Establishment
Liechtenstein
$24.9M +$7.36M +32,600 +50%
ADL
1678
Asset Dedication LLC
California
$24.8M -$281K -1,246 -1%
BWP
1679
BSW Wealth Partners
Colorado
$24.8M +$122K +541 +0.6%
JWM
1680
Jeppson Wealth Management
California
$24.8M -$192K -849 -0.9%
PWM
1681
Paulson Wealth Management
Illinois
$24.7M -$1.09M -4,810 -5%
WF
1682
WoodTrust Financial
Wisconsin
$24.7M -$3.01M -13,318 -12%
FNB
1683
Farmers National Bank
Kentucky
$24.7M +$449K +1,986 +2%
FDCP
1684
Foster Dykema Cabot & Partners
Massachusetts
$24.7M +$3.2M +14,170 +17%
VBFG
1685
Vishria Bird Financial Group
Tennessee
$24.7M -$249K -1,101 -1%
AIMA
1686
Ables Iannone Moore & Associates
Georgia
$24.7M -$888K -3,933 -4%
NCM
1687
Nelson Capital Management
California
$24.6M -$519K -2,298 -2%
YWM
1688
Yukon Wealth Management
Kansas
$24.5M +$128K +565 +0.6%
NM
1689
NWI Management
New York
$24.5M -$47.4M -210,000 -69%
VNA
1690
Valley National Advisers
Pennsylvania
$24.5M -$3.25M -14,394 -13%
GD
1691
Grandfield & Dodd
New York
$24.4M -$83.1K -368 -0.4%
AMG
1692
Asset Management Group
Connecticut
$24.4M -$14.5K -64 -0.1%
LJAC
1693
L.J. Altfest & Co
New York
$24.4M +$371K +1,642 +2%
SAM
1694
Sompo Asset Management
Japan
$24.3M -$1.56M -6,919 -7%
RCA
1695
Resonant Capital Advisors
Wisconsin
$24.3M +$686K +3,036 +3%
CIC
1696
Chilton Investment Company
Connecticut
$24.3M +$5.92M +26,195 +38%
PFG
1697
Putney Financial Group
California
$24.2M -$916K -4,053 -4%
WGC
1698
Watts Gwilliam & Co
Arizona
$24.2M -$421K -1,863 -2%
ACM
1699
Accent Capital Management
Ohio
$24.1M -$123K -543 -0.6%
AFA
1700
Arlington Financial Advisors
California
$24.1M +$207K +916 +1%
66 67
68
69 70