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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
826
Carolinas Wealth Consulting
North Carolina
$42K +$43.3K +1,802 New
BDWM
827
Brewin Dolphin Wealth Management
Ireland
$38.2K – – –
SL
828
Savior LLC
Massachusetts
$38K -$4.8K -200 -11%
EDRH
829
Edmond de Rothschild Holding
Switzerland
$37K – – –
MWC
830
MBM Wealth Consultants
Missouri
$37K – – –
TFO
831
Tarbox Family Office
California
$37K – – –
CHA
832
Carmichael Hill & Associates
Maryland
$37K +$168 +7 +0.4%
RFWA
833
RPg Family Wealth Advisory
Massachusetts
$36.9K – – –
AIP
834
Ameritas Investment Partners
Nebraska
$36K +$1.25K +52 +3%
BBHC
835
Brown Brothers Harriman & Co
New York
$35K -$3.1K -129 -8%
TC
836
Truvestments Capital
Florida
$33K -$15K -626 -30%
AP
837
Arlington Partners
Alabama
$33K -$1.3K -54 -4%
IFAM
838
Institutional & Family Asset Management
Colorado
$33K – – –
FWM
839
Focused Wealth Management
New York
$33K +$1.85K +77 +6%
SIS
840
Sound Income Strategies
Florida
$33K +$11K +457 +48%
PIMG
841
Patriot Investment Management Group
Tennessee
$32.9K +$33.9K +1,412 New
TAIM
842
TD Ameritrade Investment Management
Nebraska
$32K -$453K -18,877 -93%
JFA
843
JNBA Financial Advisors
Minnesota
$29K +$15.6K +650 +109%
RFA
844
Reilly Financial Advisors
California
$28K -$23.9K -994 -45%
EIP
845
Ellis Investment Partners
Pennsylvania
$28K +$12K +500 +68%
THWM
846
Taylor Hoffman Wealth Management
Virginia
$27K +$27.9K +1,161 New
SC
847
Sawyer & Company
Massachusetts
$26K – – –
CFFP
848
Center for Financial Planning
Michigan
$26K +$672 +28 +3%
TCM
849
TD Capital Management
Tennessee
$26K +$2.4K +100 +10%
CTB
850
Country Trust Bank
Illinois
$25K -$4.18K -174 -14%
32 33
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