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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
901
1ST Source Bank
Indiana
$457K +$18.6K +98 +4%
TC
902
TownSquare Capital
Utah
$455K +$14.8K +78 +3%
NEGWA
903
New England Guild Wealth Advisors
Connecticut
$454K – – –
JWCA
904
J.W. Cole Advisors
Florida
$451K +$110K +577 +30%
GWM
905
GSB Wealth Management
Connecticut
$450K -$39.3K -207 -8%
WFA
906
Wipfli Financial Advisors
Wisconsin
$450K +$468K +2,466 New
IBOK
907
Independence Bank of Kentucky
Kentucky
$448K +$40.8K +215 +10%
SCP
908
Sender Company & Partners
New York
$445K +$205K +1,080 +79%
TSW
909
Thompson Siegel & Walmsley
Virginia
$443K -$85.5K -450 -16%
BSW
910
Buckingham Strategic Wealth
Missouri
$443K +$54.9K +289 +13%
FWA
911
FSM Wealth Advisors
Ohio
$440K +$4.18K +22 +0.9%
ECM
912
Evergreen Capital Management
Washington
$440K +$23.2K +122 +5%
AF
913
Apexium Financial
Texas
$440K +$460K +2,421 New
VBCG
914
Valley Brook Capital Group
Pennsylvania
$438K – – –
PFBT
915
Parkside Financial Bank & Trust
Missouri
$437K -$949 -5 -0.2%
CWM
916
Congress Wealth Management
Massachusetts
$432K – – –
FCCM
917
First City Capital Management
Georgia
$428K -$1.9K -10 -0.4%
ACM
918
Allred Capital Management
Texas
$428K +$113K +593 +34%
SIG
919
Sky Investment Group
Connecticut
$427K +$4.75K +25 +1%
JIC
920
Joel Isaacson & Co
New York
$427K +$71.2K +375 +19%
FG
921
Fiduciary Group
Georgia
$426K +$79.8K +420 +26%
CWM
922
Cornerstone Wealth Management
Missouri
$426K +$444K +2,340 New
CG
923
Colony Group
Massachusetts
$425K -$4.94K -26 -1%
MPI
924
Mairs & Power Inc
Minnesota
$423K +$441K +2,324 New
WIS
925
Wright Investors Service
Connecticut
$419K -$490K -2,578 -53%
35 36
37
38 39