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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1201
WT Wealth Management
Arizona
$582K +$53.1K +315 +11%
PJB
1202
Paul John Balson
California
$580K – – –
SWM
1203
Segment Wealth Management
Texas
$580K +$45.5K +270 +10%
PI
1204
PFS Investments
Georgia
$580K +$137K +815 +36%
CL
1205
CPWM LLC
Washington
$579K -$14K -83 -3%
CPA
1206
Clear Perspective Advisors
Illinois
$575K +$178K +1,055 +52%
GIA
1207
Gladstone Institutional Advisory
Florida
$574K -$146K -869 -22%
BAM
1208
Barrett Asset Management
New York
$574K +$482K +2,863 +1,432%
AWM
1209
Avitas Wealth Management
California
$572K -$4.89K -29 -0.9%
NERM
1210
New England Research & Management
Illinois
$572K +$25.3K +150 +5%
PMA
1211
Prudent Man Advisors
Illinois
$571K +$513K +3,046 New
NSB
1212
Norway Savings Bank
Maine
$570K +$9.27K +55 +2%
ST
1213
Smithfield Trust
Pennsylvania
$570K +$61.7K +366 +14%
RWA
1214
Ropes Wealth Advisors
Massachusetts
$569K +$8.76K +52 +2%
SBSB
1215
Sullivan, Bruyette, Speros & Blaney
Virginia
$567K +$67.4K +400 +15%
UH
1216
Unigestion Holding
Switzerland
$562K -$182K -1,080 -26%
NJBEST
1217
New Jersey Better Educational Savings Trust
New Jersey
$562K – – –
HPWM
1218
Highland Private Wealth Management
Washington
$562K +$54.4K +323 +12%
CFA
1219
Cahill Financial Advisors
Minnesota
$561K -$20.2K -120 -4%
OPS
1220
Orion Portfolio Solutions
Nebraska
$557K +$113K +671 +29%
FIM
1221
Freedom Investment Management
Connecticut
$555K -$113K -673 -19%
BSW
1222
Buckingham Strategic Wealth
Missouri
$554K -$288K -1,707 -37%
RIG
1223
Ramiah Investment Group
Wisconsin
$549K +$18.5K +110 +4%
PFS
1224
Prospera Financial Services
Texas
$548K +$133K +787 +37%
GLA
1225
Great Lakes Advisors
Illinois
$545K +$18.5K +110 +4%
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