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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Strategic Wealth Management
Washington
$590K +$659K +15,017 New
WA
1802
Winfield Associates
Ohio
$586K +$104K +2,370 +19%
SDAM
1803
Shulman DeMeo Asset Management
New York
$585K +$28.3K +646 +5%
EFSCE
1804
Enterprise Financial Services Corp (EFSC)
Missouri
$583K +$34.5K +786 +6%
TCPWM
1805
Traverso Chambers Private Wealth Management
California
$582K +$5.31K +121 +0.8%
VCP
1806
Verus Capital Partners
Arizona
$582K +$135K +3,069 +26%
CA
1807
Calton & Associates
Florida
$581K +$10.5K +239 +2%
APWM
1808
Atlas Private Wealth Management
New York
$581K +$40K +911 +7%
OWA
1809
Outlook Wealth Advisors
Texas
$580K +$197K +4,486 +44%
RBFC
1810
Roman Butler Fullerton & Co
Missouri
$578K -$7.69M -175,381 -92%
APG
1811
Abacus Planning Group
South Carolina
$576K -$140K -3,182 -18%
WCM
1812
Washington Capital Management
Washington
$576K +$643K +14,645 New
WLIM
1813
White Lighthouse Investment Management
Massachusetts
$574K -$19.3K -440 -3%
SFG
1814
StrategIQ Financial Group
Indiana
$574K -$702 -16 -0.1%
NIT
1815
NumerixS Investment Technologies
British Columbia, Canada
$573K -$4.14M -94,379 -87%
RSWM
1816
Robertson Stephens Wealth Management
California
$573K +$183K +4,165 +40%
CWM
1817
Chesapeake Wealth Management
Virginia
$572K -$93.9K -2,141 -13%
CFA
1818
CWS Financial Advisors
Michigan
$569K – – –
CS
1819
Capital Square
Tennessee
$566K +$423K +9,634 +202%
HFM
1820
Harvest Fund Management
China
$565K +$349K +7,961 +109%
HCM
1821
Howland Capital Management
Massachusetts
$564K -$30.9K -705 -5%
TWA
1822
TCI Wealth Advisors
Arizona
$564K +$2.02K +46 +0.3%
PCMC
1823
Paragon Capital Management (Colorado)
Colorado
$564K +$6.8K +155 +1%
BWM
1824
Baystate Wealth Management
Massachusetts
$564K +$118K +2,700 +23%
BWP
1825
Bernardo Wealth Planning
Pennsylvania
$562K +$20.7K +471 +3%
71 72
73
74 75