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Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
1626
Lake Point Wealth Management
Texas
$451K +$483K +1,399 New
CHP
1627
Cable Hill Partners
Oregon
$443K -$51.8K -150 -10%
LSC
1628
Lesa Sroufe & Co
Washington
$443K – – –
CAC
1629
Certified Advisory Corp
Florida
$443K +$87.1K +252 +22%
MFG
1630
Merit Financial Group
Georgia
$443K +$475K +1,374 New
RA
1631
RFG Advisory
Alabama
$441K -$281K -813 -37%
CYG
1632
Clean Yield Group
Vermont
$440K +$472K +1,365 New
AWA
1633
AmeriServ Wealth Advisors
Pennsylvania
$439K -$35.9K -104 -7%
OWA
1634
One Wealth Advisors
California
$437K -$53.9K -156 -10%
ECM
1635
Exchange Capital Management
Michigan
$437K +$2.76K +8 +0.6%
IA
1636
Independence Advisors
Pennsylvania
$436K -$2.42K -7 -0.5%
MPW
1637
MA Private Wealth
California
$436K +$467K +1,352 New
UTC
1638
Unified Trust Company
Kentucky
$436K +$467K +1,353 New
BWFA
1639
Baltimore-Washington Financial Advisors
Maryland
$435K – – –
MWP
1640
MYCIO Wealth Partners
Pennsylvania
$435K +$1.73K +5 +0.4%
TCPWM
1641
Traverso Chambers Private Wealth Management
California
$435K +$466K +1,348 New
CSM
1642
CAMG Solamere Management
North Carolina
$434K -$190K -549 -29%
AIS
1643
American Investment Services
Massachusetts
$433K -$354K -1,024 -43%
PHS
1644
Pekin Hardy Strauss
Illinois
$433K -$69.1K -200 -13%
HPWM
1645
Highland Private Wealth Management
Washington
$432K +$26.9K +78 +6%
BW
1646
Bison Wealth
Georgia
$432K +$84.3K +244 +22%
PAM
1647
Private Asset Management
California
$430K -$233K -674 -34%
WG
1648
Welch Group
Alabama
$430K -$2.76K -8 -0.6%
SIM
1649
SSI Investment Management
California
$428K -$691 -2 -0.2%
IDBONY
1650
Israel Discount Bank of New York
New York
$428K +$427K +1,235 +1,314%
64 65
66
67 68