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Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
1601
Fairfield, Bush & Co
Connecticut
$572K -$14.6K -150 -2%
HPWM
1602
Highland Private Wealth Management
Washington
$572K +$120K +1,232 +25%
FNBOO
1603
First National Bank of Omaha
Nebraska
$570K -$10.3K -106 -2%
PWMG
1604
Prestige Wealth Management Group
New Jersey
$570K +$2.15K +22 +0.4%
CAM
1605
Campion Asset Management
Virginia
$567K – – –
CRWM
1606
Castle Rock Wealth Management
California
$567K +$54K +553 +10%
CCM
1607
Cribstone Capital Management
Maine
$566K +$26.7K +274 +5%
WOSD
1608
WFA of San Diego
California
$565K -$34.1K -349 -5%
WDC
1609
Woodward Diversified Capital
California
$562K +$7.32K +75 +1%
SMA
1610
Sage Mountain Advisors
Georgia
$561K -$38.4K -393 -6%
CCP
1611
Clarkston Capital Partners
Michigan
$561K -$31.7K -325 -5%
DFS
1612
Dixon Fnancial Services
California
$561K -$195 -2 -0%
UAS
1613
United Asset Strategies
New York
$561K +$63.6K +652 +12%
TFS
1614
Thoroughbred Financial Services
Tennessee
$560K -$7.51K -77 -1%
SMH
1615
Sanders Morris Harris
Texas
$560K – – –
AP
1616
Appleton Partners
Massachusetts
$560K +$91.7K +940 +18%
HCM
1617
Hall Capital Management
Rhode Island
$559K +$10.2K +104 +2%
CCFM
1618
Clear Creek Financial Management
Washington
$559K +$183K +1,878 +45%
NFC
1619
Northeast Financial Consultants
Connecticut
$557K – – –
HFG
1620
Heron Financial Group
New York
$554K -$19.5K -200 -3%
FHC
1621
First Heartland Consultants
Missouri
$554K -$3.61K -37 -0.6%
CWM
1622
Congress Wealth Management
Massachusetts
$553K -$5.86K -60 -1%
GWA
1623
GGM Wealth Advisors
Maryland
$553K – – –
CBT
1624
CoreFirst Bank & Trust
Kansas
$551K +$9.76K +100 +2%
CIC
1625
Crawford Investment Counsel
Georgia
$548K +$75K +768 +15%
63 64
65
66 67