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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1551
Vise Technologies
New York
$744K -$42.5K -405 -5%
FMB
1552
Field & Main Bank
Kentucky
$744K -$12.6K -120 -2%
TP
1553
Tranquility Partners
Tennessee
$744K +$41.5K +395 +6%
IFWM
1554
Institute for Wealth Management
Colorado
$739K -$11.3K -108 -1%
CFD
1555
Creative Financial Designs
Indiana
$739K +$315 +3 +0%
WAP
1556
Wealthcare Advisory Partners
Pennsylvania
$736K -$105K -1,001 -12%
MW
1557
Marcum Wealth
Ohio
$732K +$1.37K +13 +0.2%
WF
1558
Williams Financial
Vermont
$732K +$4.2K +40 +0.6%
CA
1559
CGN Advisors
Kansas
$732K +$42.7K +406 +6%
CSPIA
1560
Cary Street Partners Investment Advisory
Virginia
$724K +$252K +2,399 +50%
BHWM
1561
Bar Harbor Wealth Management
New Hampshire
$723K – – –
OCM
1562
Orion Capital Management
California
$720K – – –
ET
1563
Equitable Trust
Tennessee
$720K +$19.5K +186 +3%
FMLI
1564
Fukoku Mutual Life Insurance
Japan
$718K -$63K -600 -8%
AFP
1565
Ausdal Financial Partners
Iowa
$718K +$44.6K +425 +6%
SCM
1566
Schnieders Capital Management
California
$717K +$7.88K +75 +1%
EML
1567
Eos Management LP
New York
$715K -$742K -7,063 -50%
QTM
1568
qPULA Trading Management
New York
$714K +$741K +7,056 New
NL
1569
NWAM LLC
Washington
$711K +$161K +1,534 +28%
BSA
1570
Bull Street Advisors
Georgia
$710K +$10.5K +100 +1%
BCAM
1571
Boston Common Asset Management
Massachusetts
$709K -$54.5K -519 -7%
OPA
1572
Old Port Advisors
Maine
$709K -$6.3K -60 -0.8%
FF
1573
FourThought Financial
Florida
$708K -$176K -1,680 -19%
TWP
1574
Tempus Wealth Planning
California
$706K -$254K -2,419 -26%
KA
1575
Klingman & Associates
New York
$705K +$732K +6,972 New
61 62
63
64 65