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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Aries Wealth Management
Maine
$759K -$30.5K -331 -4%
OPTFSNA
1727
Old Point Trust & Financial Services N A
Virginia
$759K -$7.82K -85 -1%
AF
1728
Apexium Financial
Texas
$758K +$12.3K +134 +2%
AWM
1729
Aberdeen Wealth Management
Illinois
$758K +$22.2K +241 +3%
FDCP
1730
Foster Dykema Cabot & Partners
Massachusetts
$757K – – –
SWAG
1731
Spectrum Wealth Advisory Group
California
$754K -$18.9K -205 -3%
CCM
1732
Chiron Capital Management
Florida
$752K +$5.7K +62 +0.8%
HC
1733
Hara Capital
Washington
$752K +$92.1K +1,001 +15%
HVIA
1734
Hudson Valley Investment Advisors
New York
$752K -$166K -1,799 -19%
RWP
1735
Ridgecrest Wealth Partners
California
$751K +$2.3K +25 +0.3%
HCMG
1736
Howard Capital Management Group
California
$751K -$31.4K -341 -4%
BBP
1737
Banco BTG Pactual
Brazil
$750K +$718K +7,800 New
ZIC
1738
ZWJ Investment Counsel
Georgia
$750K -$418K -4,544 -37%
CCWM
1739
Cassaday & Co Wealth Management
Virginia
$749K -$41.4K -450 -5%
SFA
1740
Source Financial Advisors
New York
$748K -$33K -359 -4%
MFA
1741
McClarren Financial Advisors
Pennsylvania
$747K +$286K +3,110 +523%
CB
1742
CNB Bank
Pennsylvania
$746K +$125K +1,358 +21%
AO
1743
Advisor OS
Illinois
$745K +$1.93K +21 +0.3%
CCFM
1744
Clear Creek Financial Management
Washington
$745K -$29K -315 -4%
SJIM
1745
St. Johns Investment Management
Florida
$744K -$38.7K -421 -5%
DDC
1746
DF Dent & Co
Maryland
$742K -$308K -3,346 -30%
KA
1747
Klingman & Associates
New York
$741K +$200K +2,174 +39%
VIP
1748
Vista Investment Partners
Oklahoma
$741K -$64K -696 -8%
WFAG
1749
Wescott Financial Advisory Group
Pennsylvania
$740K -$3.59K -39 -0.5%
FPF
1750
First Pacific Financial
Washington
$739K +$38.7K +421 +6%
68 69
70
71 72