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Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1176
Beirne Wealth Consulting Services
Connecticut
$691K +$172K +916 +39%
AWA
1177
Arete Wealth Advisors
Illinois
$690K +$55.9K +298 +10%
SWM
1178
Segment Wealth Management
Texas
$688K +$145K +774 +31%
FB
1179
Fulton Bank
Pennsylvania
$687K +$290K +1,544 +91%
CAM
1180
Columbia Asset Management
Michigan
$686K +$121K +645 +25%
BP
1181
BBR Partners
New York
$686K +$607K +3,234 New
VWM
1182
Venturi Wealth Management
Texas
$685K -$12.8K -68 -2%
AWM
1183
Adams Wealth Management
Utah
$684K +$605K +3,226 New
GA
1184
Gateway Advisory
New Jersey
$677K -$18.8K -100 -3%
LSPW
1185
Lake Street Private Wealth
Illinois
$677K +$67.5K +360 +13%
CA
1186
Claro Advisors
Massachusetts
$677K +$121K +645 +25%
FIM
1187
Freedom Investment Management
Connecticut
$674K -$148K -790 -20%
WBG
1188
Wharton Business Group
Pennsylvania
$674K +$596K +3,177 New
MLIC
1189
Mandatum Life Insurance Company
Finland
$673K – – –
NOCM
1190
Night Owl Capital Management
Connecticut
$673K – – –
NP
1191
NorthRock Partners
Minnesota
$667K +$266K +1,416 +82%
FCA
1192
FinTrust Capital Advisors
South Carolina
$667K +$564K +3,008 +2,212%
GIM
1193
Groesbeck Investment Management
New Jersey
$666K -$67.5K -360 -10%
IFWM
1194
Institute for Wealth Management
Colorado
$666K +$13.7K +73 +2%
CAGAS
1195
Capital Advisory Group Advisory Services
Minnesota
$666K +$209K +1,112 +55%
EI
1196
Ethic Inc
New York
$666K +$589K +3,139 New
WT
1197
Whittier Trust
California
$664K +$18.2K +97 +3%
WMA
1198
Wealth Management Associates
New Jersey
$663K +$37.5K +200 +7%
ANB
1199
Amarillo National Bank
Texas
$661K – – –
OSAM
1200
O'Shaughnessy Asset Management
Connecticut
$661K +$584K +3,114 +77,850%
46 47
48
49 50