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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$625K +$25 +2 +0%
TMAM
602
Tokio Marine Asset Management
Japan
$607K -$188K -15,108 -22%
NFG
603
Nations Financial Group
Iowa
$604K +$89.6K +7,215 +16%
EB
604
Eastern Bank
Massachusetts
$603K -$317K -25,489 -33%
CIM
605
CIM Investment Management
Pennsylvania
$596K +$636K +51,220 New
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$592K -$12.4K -999 -2%
BSW
607
Buckingham Strategic Wealth
Missouri
$589K +$383K +30,828 +156%
ACI
608
Alpha Cubed Investments
California
$588K -$387K -31,172 -38%
FCFC
609
First Commonwealth Financial Corp
Pennsylvania
$587K -$274K -22,084 -30%
CA
610
Clearstead Advisors
Ohio
$587K +$44.7K +3,602 +8%
SC
611
Searle & Co
Connecticut
$585K – – –
PFS
612
Prospera Financial Services
Texas
$585K +$36K +2,895 +6%
SFS
613
Sowell Financial Services
Arkansas
$579K -$76.2K -6,134 -10%
LWAC
614
Laurel Wealth Advisors (California)
California
$571K +$113K +9,113 +23%
LNB
615
Ledyard National Bank
$568K +$467K +37,623 +337%
FWM
616
Focused Wealth Management
New York
$567K +$3.98K +320 +0.7%
IAA
617
Independent Advisor Alliance
North Carolina
$564K +$362K +29,168 +140%
SAM
618
SignalPoint Asset Management
Missouri
$563K +$32.1K +2,584 +6%
W
619
Wealthfront
California
$562K +$155K +12,494 +35%
MWP
620
MYCIO Wealth Partners
Pennsylvania
$561K +$35K +2,816 +6%
CIM
621
CenturyLink Investment Management
Colorado
$552K – – –
DPIM
622
Duff & Phelps Investment Management
Illinois
$549K -$18.1K -1,460 -3%
WT
623
Whittier Trust
California
$549K +$56.2K +4,520 +11%
BMC
624
Benin Management Corp
Connecticut
$547K – – –
NIM
625
Nexus Investment Management
Ontario, Canada
$547K – – –
23 24
25
26 27