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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1151
Edmond de Rothschild Holding
Switzerland
$461K -$15K -88 -3%
BHWM
1152
Bar Harbor Wealth Management
New Hampshire
$461K -$14.1K -83 -3%
HWA
1153
Hillcrest Wealth Advisors
New Jersey
$461K +$267K +1,564 +128%
CWA
1154
Capital Wealth Alliance
Arizona
$460K +$190K +1,117 +67%
CCM
1155
Cullen Capital Management
New York
$459K – – –
WP
1156
WMS Partners
Maryland
$458K -$170 -1 -0%
PFWA
1157
Paces Ferry Wealth Advisors
Georgia
$458K +$473K +2,773 New
NB
1158
Northwest Bancshares
Pennsylvania
$456K -$23.9K -140 -5%
SCM
1159
Southport Capital Management
Tennessee
$456K +$120K +704 +34%
ISWM
1160
Independent Solutions Wealth Management
New York
$455K +$5.96K +35 +1%
AA
1161
Alesco Advisors
New York
$455K – – –
OAM
1162
Oppenheimer Asset Management
New York
$453K -$301K -1,765 -39%
VA
1163
Valmark Advisers
Ohio
$453K +$5.11K +30 +1%
TCM
1164
Traynor Capital Management
Pennsylvania
$452K -$2.04K -12 -0.4%
QCG
1165
Quadrant Capital Group
Ohio
$452K +$46.4K +272 +11%
WI
1166
Wintrust Investments
Illinois
$450K -$4.43K -26 -0.9%
DWM
1167
Doyle Wealth Management
Florida
$450K +$341 +2 +0.1%
WAG
1168
Winthrop Advisory Group
Massachusetts
$450K +$16.4K +96 +4%
MPWT
1169
MassMutual Private Wealth & Trust
Connecticut
$449K -$1.65M -9,673 -78%
NSB
1170
Norway Savings Bank
Maine
$448K -$13.6K -80 -3%
JMFC
1171
J.M. Forbes & Co
Massachusetts
$446K – – –
ER
1172
Enlightenment Research
Florida
$446K +$460K +2,700 New
RG
1173
Rikoon Group
New Mexico
$444K -$34.4K -202 -7%
CA
1174
Cornerstone Advisory
Maryland
$443K +$205K +1,201 +81%
CAG
1175
Crestwood Advisors Group
Massachusetts
$441K -$2.73K -16 -0.6%
45 46
47
48 49