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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1726
Silverlake Wealth Management
Vermont
$819K -$18.1K -408 -2%
PA
1727
Probity Advisors
Texas
$819K +$42K +946 +5%
WIC
1728
Wilkins Investment Counsel
Massachusetts
$818K – – –
EWM
1729
EPG Wealth Management
Georgia
$817K +$43.6K +983 +5%
HPWM
1730
Highland Private Wealth Management
Washington
$815K +$10.6K +239 +1%
CPWA
1731
Cerro Pacific Wealth Advisors
California
$815K +$61.8K +1,393 +7%
SFP
1732
Sweet Financial Partners
Minnesota
$815K +$149K +3,360 +20%
WFI
1733
West Family Investments
California
$815K +$675K +15,208 +295%
RP
1734
Rice Partnership
Hawaii
$814K +$6.12K +138 +0.7%
FCB
1735
First Command Bank
Texas
$813K -$144K -3,242 -14%
FCFS
1736
First Command Financial Services
Texas
$813K -$144K -3,242 -14%
AO
1737
Advisor OS
Illinois
$812K -$110K -2,487 -11%
SIAP
1738
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$811K +$20.5K +461 +2%
WI
1739
WrapManager Inc
California
$811K +$187K +4,207 +26%
CWM
1740
Cornerstone Wealth Management
Missouri
$809K +$355 +8 +0%
TPWA
1741
TRUE Private Wealth Advisors
Oregon
$809K +$154K +3,466 +21%
NME
1742
Notis-McConarty Edward
$807K -$65.8K -1,482 -7%
BIM
1743
Baldwin Investment Management
Pennsylvania
$806K -$27.7K -625 -3%
PFBT
1744
Parkside Financial Bank & Trust
Missouri
$806K +$8.03K +181 +0.9%
CL
1745
Choreo LLC
Illinois
$806K +$24.5K +552 +3%
WSC
1746
Wellington Shields & Co
New York
$804K +$1.95K +44 +0.2%
PPWM
1747
Paragon Private Wealth Management
Kentucky
$803K +$61.3K +1,381 +8%
RB
1748
Renasant Bank
Mississippi
$803K +$103K +2,311 +13%
KCM
1749
Kendall Capital Management
Maryland
$802K -$36.4K -821 -4%
NCM
1750
Neumann Capital Management
California
$802K – – –
68 69
70
71 72