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Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1301
GW & Wade
Massachusetts
$436K +$3K +16 +0.8%
VC
1302
Veracity Capital
Georgia
$433K +$383K +2,040 New
FRM
1303
Fox Run Management
Connecticut
$433K +$383K +2,042 New
VC
1304
Vicus Capital
Pennsylvania
$432K +$1.5K +8 +0.4%
SC
1305
Savant Capital
Illinois
$428K +$7.5K +40 +2%
SCM
1306
SOL Capital Management
Maryland
$426K +$6K +32 +2%
ACWM
1307
Adams Chetwood Wealth Management
North Carolina
$426K +$377K +2,010 New
ACP
1308
Arcus Capital Partners
Georgia
$424K – – –
CSA
1309
Cottage Street Advisors
Massachusetts
$424K – – –
FLPIM
1310
F.L. Putnam Investment Management
Massachusetts
$424K +$114K +608 +44%
JI
1311
Jeereddi Investments
California
$424K +$375K +2,000 New
SWMG
1312
Strategic Wealth Management Group
Maryland
$423K -$18.6K -99 -5%
MPCG
1313
Matrix Private Capital Group
New York
$423K +$374K +1,995 New
PCM
1314
Princeton Capital Management
New Jersey
$422K -$12.2K -65 -3%
EHC
1315
Everett Harris & Co
California
$422K – – –
KP
1316
Keel Point
Alabama
$419K -$1.88K -10 -0.5%
FPS
1317
Fieldpoint Private Securities
Connecticut
$417K -$129K -685 -26%
CPO
1318
Cerity Partners OCIO
New York
$417K -$13.1K -70 -4%
AWM
1319
AllSquare Wealth Management
New York
$417K +$56.3K +300 +18%
KLCM
1320
KG&L Capital Management
Louisiana
$416K -$101K -537 -21%
RCG
1321
Ruane, Cunniff & Goldfarb
New York
$413K -$17.4K -93 -5%
CP
1322
Covenant Partners
Tennessee
$412K +$364K +1,941 New
MWM
1323
Mission Wealth Management
California
$411K +$4.32K +23 +1%
WA
1324
WBH Advisory
Maryland
$408K – – –
MFG
1325
Menard Financial Group
Texas
$406K +$359K +1,915 New
51 52
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