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Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
2826
Thompson David Blair
$631K -$141K -1,347 -20%
AGC
2827
Aspen Grove Capital
Colorado
$629K – – –
OCPWS
2828
One Charles Private Wealth Services
Massachusetts
$628K +$1.15K +11 +0.2%
CAM
2829
CPA Asset Management
Florida
$627K +$9.73K +93 +2%
WI
2830
WBI Investments
New Jersey
$626K -$1.82M -17,359 -77%
LJHT
2831
Laurie J. Hall Trustee
$623K – – –
AHB
2832
Abner Herrman & Brock
New Jersey
$623K +$56.9K +544 +11%
CSF
2833
Capital Squared Financial
Maryland
$622K -$4.29K -41 -0.8%
LFA
2834
Laraway Financial Advisors
Minnesota
$622K – – –
SAM
2835
Stembrook Asset Management
New Jersey
$622K – – –
CIA
2836
Cladis Investment Advisory
Montana
$621K +$105 +1 +0%
RFG
2837
RFP Financial Group
Georgia
$621K +$51.5K +492 +10%
CIG
2838
Cascade Investment Group
Colorado
$620K – – –
1WM
2839
1900 Wealth Management
Texas
$620K +$30.6K +293 +6%
E
2840
Evansbrook
Illinois
$619K -$5.23K -50 -0.9%
CWAF
2841
Core Wealth Advisors (Florida)
Florida
$619K +$132K +1,264 +32%
CW
2842
Channel Wealth
California
$618K -$15.7K -150 -3%
FHWM
2843
Fox Hill Wealth Management
Massachusetts
$618K +$52.7K +504 +11%
WF
2844
WealthPoint Financial
North Carolina
$618K -$137K -1,310 -20%
WG
2845
Watchman Group
Texas
$617K +$15.6K +149 +3%
JSL
2846
JT Stratford LLC
Georgia
$617K -$170K -1,621 -24%
CFA
2847
Capstone Financial Advisors
Illinois
$615K +$4.29K +41 +0.8%
RBC
2848
Roble Belko & Company
Pennsylvania
$615K -$14.4K -138 -3%
PWM
2849
Palacios Wealth Management
Florida
$614K -$14.8K -142 -3%
SDWMA
2850
Schneider Downs Wealth Management Advisors
Pennsylvania
$613K -$39.7K -380 -7%
112 113
114
115 116