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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1501
Glassman Wealth Services
Virginia
$708K +$1.44K +14 +0.2%
KJWM
1502
Kiley Juergens Wealth Management
Washington
$708K +$679K +6,593 New
CT
1503
CPF Texas
Texas
$707K +$671K +6,518 New
BGC
1504
Blue Granite Capital
South Carolina
$706K -$2.86M -27,774 -81%
WA
1505
Winfield Associates
Ohio
$705K -$159K -1,545 -19%
BIM
1506
Barton Investment Management
Pennsylvania
$700K -$44.6K -433 -6%
PFGIA
1507
Patriot Financial Group Insurance Agency
Massachusetts
$699K +$380K +3,690 +139%
IC
1508
Intersect Capital
California
$698K +$19.5K +189 +3%
FMW
1509
Farr Miller & Washington
District of Columbia
$697K +$20.6K +200 +3%
RGC
1510
Roberts, Glore & Co
Illinois
$697K +$27.8K +270 +4%
WI
1511
Wintrust Investments
Illinois
$696K +$17.9K +174 +3%
VHAM
1512
Van Hulzen Asset Management
California
$693K +$39.3K +381 +6%
FM
1513
Forward Management
California
$691K -$25K -243 -4%
VWA
1514
V Wealth Advisors
Kansas
$689K -$35.4K -344 -5%
CFP
1515
Cornerstone Financial Partners
North Carolina
$689K +$27.6K +268 +4%
PG
1516
Patten Group
Tennessee
$686K +$40.2K +390 +7%
FUBT
1517
First United Bank & Trust
Maryland
$683K -$98.2K -953 -13%
FCB
1518
First Command Bank
Texas
$683K -$9.79K -95 -1%
FCFS
1519
First Command Financial Services
Texas
$683K -$9.79K -95 -1%
HR
1520
Howe & Rusling
New York
$683K +$7K +68 +1%
TF
1521
TLWM Financial
Texas
$682K +$653K +6,341 New
DCM
1522
Dynamic Capital Management
Jersey
$681K +$653K +6,334 New
MSS
1523
Mitchell Sinkler & Starr
Pennsylvania
$680K -$7.31K -71 -1%
CA
1524
Cornerstone Advisory
Maryland
$679K +$28.2K +274 +5%
PAM
1525
Premier Asset Management
Illinois
$678K – – –
59 60
61
62 63