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Dolby
DLB

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
326
Disciplined Investments
Oklahoma
$6K +$151 +2 +3%
HR
327
Howe & Rusling
New York
$6K +$6.5K +86 New
HI
328
Harbour Investments
Wisconsin
$5K +$5.45K +72 New
CAL
329
Capital Advisors Ltd
Ohio
$4K – – –
UWM
330
Urban Wealth Management
California
$4K +$4.16K +55 New
HPC
331
HM Payson & Co
Maine
$4K +$4.61K +61 New
ECM
332
Estabrook Capital Management
New York
$3.86K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$3K -$832 -11 -19%
CCM
334
Copeland Capital Management
Pennsylvania
$3K – – –
HIA
335
Harbor Investment Advisory
Maryland
$3K – – –
PFA
336
Professional Financial Advisors
Nebraska
$3K – – –
TWA
337
TCI Wealth Advisors
Arizona
$3K – – –
AF
338
Allworth Financial
California
$3K +$454 +6 +15%
HWA
339
HHM Wealth Advisors
Tennessee
$3K +$2.95K +39 New
TJHA
340
Thomas J. Herzfeld Advisors
Florida
$3K +$3.18K +42 New
GFPC
341
Global Financial Private Client
Florida
$2.62K – – –
GWS
342
Glassman Wealth Services
Virginia
$2K -$454 -6 -18%
CFFP
343
Center for Financial Planning
Michigan
$2K – – –
MCM
344
Manchester Capital Management
Vermont
$2K +$1.21K +16 +145%
SC
345
Schubert & Co
Texas
$2K +$1.29K +17 +243%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.66K +22 New
BWL
347
Bogart Wealth LLC
Virginia
$2K +$2.27K +30 New
MFT
348
Moisand Fitzgerald Tamayo
Florida
$1K -$1.21K -16 -47%
WAS
349
Winch Advisory Services
Wisconsin
$1K -$76 -1 -7%
BWM
350
Baystate Wealth Management
Massachusetts
$1K – – –
12 13
14
15 16