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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
976
Safeguard Investment Advisory Group
California
$608K +$16.7K +109 +2%
GWS
977
Glassman Wealth Services
Virginia
$607K +$21K +137 +3%
SMP
978
Santa Monica Partners
Florida
$605K – – –
MMPW
979
Mitchell McLeod Pugh & Williams
Alabama
$603K +$204K +1,332 +37%
CI
980
Conning Inc
Connecticut
$602K -$88.2K -575 -10%
FFM
981
Forum Financial Management
Illinois
$601K +$205K +1,339 +37%
SCM
982
Stonebridge Capital Management
California
$597K -$132K -858 -15%
FWP
983
FAS Wealth Partners
Kansas
$597K +$76.7K +500 +11%
FBA
984
Front Barnett Associates
Illinois
$595K -$1.53K -10 -0.2%
PTP
985
Platform Technology Partners
New York
$594K +$37.9K +247 +5%
NQWM
986
Northwest Quadrant Wealth Management
Oregon
$593K -$64.6K -421 -8%
5L
987
55I LLC
Massachusetts
$593K +$414K +2,700 +123%
FFC
988
First Financial Corp
Indiana
$591K +$45.7K +298 +7%
LWP
989
Legacy Wealth Planning
Nevada
$588K – – –
MFS
990
Madrona Financial Services
Washington
$588K +$77.8K +507 +12%
KFI
991
Key Financial Inc
Pennsylvania
$587K +$663K +4,326 +834%
SCA
992
Spearhead Capital Advisors
Florida
$585K -$9.17M -59,779 -93%
AP
993
Adero Partners
California
$582K +$282K +1,841 +82%
NWM
994
Northcape Wealth Management
New York
$580K +$423K +2,757 +136%
LA
995
Legacy Advisors
Pennsylvania
$579K +$191K +1,248 +35%
LWM
996
Laidlaw Wealth Management
New York
$578K -$2.45K -16 -0.3%
NGA
997
Naples Global Advisors
Florida
$577K -$155K -1,010 -17%
SWM
998
Soundmark Wealth Management
Washington
$576K – – –
W
999
Wealthquest
Ohio
$576K – – –
BBHC
1000
Brown Brothers Harriman & Co
New York
$575K -$3.15M -20,515 -81%
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40
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