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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Cabot Wealth Management
Massachusetts
$627K -$24.9K -210 -4%
YWP
1727
YorkBridge Wealth Partners
New York
$627K -$19.8K -167 -3%
UFG
1728
United Fire Group
Iowa
$626K – – –
CAC
1729
Certified Advisory Corp
Florida
$624K +$592K +4,991 New
MCWS
1730
McKinley Carter Wealth Services
West Virginia
$623K -$210K -1,774 -26%
IWC
1731
Integrated Wealth Concepts
Massachusetts
$623K +$575K +4,846 New
PP
1732
PDS Planning
Ohio
$623K +$590K +4,975 New
RGC
1733
Roberts, Glore & Co
Illinois
$620K – – –
WI
1734
Wafra Inc
New York
$619K +$586K +4,946 New
SFI
1735
SPC Financial Inc
Maryland
$615K -$49.2K -415 -8%
MA
1736
MCF Advisors
Kentucky
$615K -$13.4K -113 -2%
CCG
1737
Chatham Capital Group
Georgia
$607K -$3.32K -28 -0.6%
DJSG
1738
D.J. St. Germain
Massachusetts
$607K +$27K +228 +5%
GRP
1739
Global Retirement Partners
California
$606K +$317K +2,676 +124%
EGA
1740
E&G Advisors
Texas
$603K +$83K +700 +17%
PP
1741
PagnatoKarp Partners
Virginia
$599K -$3.56K -30 -0.6%
SLA
1742
Silver Lake Advisory
Utah
$598K +$2.73K +23 +0.5%
SIC
1743
SFE Investment Counsel
California
$598K +$60.5K +510 +12%
BCM
1744
Brookstone Capital Management
Illinois
$597K -$5.71M -48,116 -91%
WIC
1745
Wilkins Investment Counsel
Massachusetts
$597K -$5.93K -50 -1%
CAM
1746
ClariVest Asset Management
California
$596K +$101K +849 +22%
ERIM
1747
Eagle Ridge Investment Management
Connecticut
$592K -$91.3K -770 -14%
WAAG
1748
Wealth Alliance Advisory Group
Kansas
$592K +$561K +4,727 New
AI
1749
Accredited Investors
Minnesota
$587K -$17.1K -144 -3%
SWA
1750
SFMG Wealth Advisors
Texas
$585K -$3.44K -29 -0.6%
68 69
70
71 72