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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1251
Global Financial Private Client
Florida
$978K +$190K +2,325 +24%
PI
1252
Pettee Investors
Connecticut
$977K +$246K +3,000 +34%
WJWM
1253
Williams Jones Wealth Management
New York
$974K +$91.6K +1,118 +11%
CA
1254
Cornerstone Advisory
Maryland
$971K +$24.1K +294 +3%
JDR
1255
Jay D. Rosenbaum
$971K +$278K +3,392 +41%
GEA
1256
Glen Eagle Advisors
New Jersey
$969K +$39.8K +486 +4%
BTWM
1257
Baker Tilly Wealth Management
Wisconsin
$964K +$109K +1,325 +13%
GFS
1258
GYL Financial Synergies
Connecticut
$963K +$9.01K +110 +1%
CPIG
1259
Chicago Partners Investment Group
Illinois
$963K +$56.8K +693 +6%
MFP
1260
Meridian Financial Partners
Virginia
$961K +$34.2K +418 +4%
FCA
1261
FinTrust Capital Advisors
South Carolina
$955K +$86.6K +1,058 +10%
FMT
1262
First Mercantile Trust
Tennessee
$954K +$237K +2,894 +34%
GP
1263
Girard Partners
Pennsylvania
$952K -$11.7K -143 -1%
PCM
1264
Prelude Capital Management
New York
$946K -$1.28M -15,599 -58%
VFA
1265
Voya Financial Advisors
Connecticut
$942K -$5.25M -64,169 -85%
APG
1266
Abacus Planning Group
South Carolina
$940K -$5.08K -62 -0.5%
H
1267
HoyleCohen
California
$936K -$109K -1,330 -11%
HIC
1268
Holderness Investments Company
North Carolina
$936K +$3.44K +42 +0.4%
NCM
1269
Northside Capital Management
Oregon
$932K – – –
WWM
1270
Windsor Wealth Management
Indiana
$930K +$17.5K +214 +2%
BOH
1271
Bank of Hawaii
Hawaii
$929K -$138K -1,685 -13%
FAM
1272
Formidable Asset Management
Ohio
$927K -$165K -2,019 -15%
WA
1273
WBH Advisory
Maryland
$926K +$164 +2 +0%
CCP
1274
Clarkston Capital Partners
Michigan
$921K -$25.8K -315 -3%
HIA
1275
Harbor Investment Advisory
Maryland
$921K +$8.6K +105 +1%
49 50
51
52 53