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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1701
Vigilare Wealth Management
Arizona
$2.06M +$337K +1,876 +19%
SP
1702
Symmetry Partners
Connecticut
$2.05M – – –
BHTS
1703
Bar Harbor Trust Services
Maine
$2.05M +$144K +803 +7%
DCM
1704
Delta Capital Management
New Jersey
$2.04M -$10.8K -60 -0.5%
GBT
1705
Grove Bank & Trust
Florida
$2.04M -$4.14K -23 -0.2%
FFS
1706
Founders Financial Securities
Maryland
$2.03M -$96.6K -537 -4%
OFW
1707
Omnia Family Wealth
Florida
$2.03M -$8.63K -48 -0.4%
GC
1708
Grimes & Company
Massachusetts
$2.01M -$53.8K -299 -3%
AIM
1709
Acropolis Investment Management
Missouri
$2.01M +$33.5K +186 +2%
PTP
1710
Platform Technology Partners
New York
$2.01M +$2.05M +11,412 New
SCM
1711
Sterneck Capital Management
Missouri
$2M +$75.9K +422 +4%
THWM
1712
Taylor Hoffman Wealth Management
Virginia
$2M -$345K -1,917 -14%
VCA
1713
Verdence Capital Advisors
Maryland
$2M -$719 -4 -0%
PPSG
1714
Princeton Portfolio Strategies Group
New Jersey
$2M -$18K -100 -0.9%
TA
1715
TFG Advisers
Michigan
$2M +$13.3K +74 +0.7%
IWA
1716
Intercontinental Wealth Advisors
Texas
$1.99M +$604K +3,356 +42%
ESB
1717
Essex Savings Bank
Connecticut
$1.99M -$25.5K -142 -1%
GTAM
1718
Global Trust Asset Management
Florida
$1.98M -$285K -1,582 -12%
BDF
1719
Balasa Dinverno & Foltz
$1.98M -$105K -586 -5%
ITIM
1720
Indiana Trust & Investment Management
Indiana
$1.98M +$32.4K +180 +2%
IWP
1721
Icon Wealth Partners
Texas
$1.98M -$82.2K -457 -4%
LCM
1722
Leisure Capital Management
California
$1.98M -$39.9K -222 -2%
FC
1723
Forte Capital
New York
$1.98M +$36.7K +204 +2%
CWS
1724
Cypress Wealth Services
California
$1.97M -$1.13M -6,278 -36%
BMO
1725
Beck Mack & Oliver
New York
$1.97M +$80.9K +450 +4%
67 68
69
70 71