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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Claret Asset Management
Quebec, Canada
$58K -$1.8K -240 -2%
WAS
827
Winch Advisory Services
Wisconsin
$58K +$23.2K +3,100 +35%
SW
828
SVB Wealth
Massachusetts
$58K +$89.6K +11,954 New
MWPCG
829
Measured Wealth Private Client Group
New Hampshire
$58K +$89.9K +11,994 New
IP
830
Investment Partners
Ohio
$58K +$90.7K +12,096 New
BFA
831
Beacon Financial Advisory
Ohio
$57K -$32.7K -4,361 -27%
GG
832
Gofen & Glossberg
Illinois
$57K -$5.25K -700 -6%
VNB
833
Virginia National Bank
Virginia
$57K – – –
PG
834
Proffitt & Goodson
Tennessee
$57K +$5.25K +700 +6%
TWM
835
Triton Wealth Management
Arizona
$57K +$85.4K +11,398 New
WG
836
Welch Group
Alabama
$57K +$88K +11,735 New
NPF
837
Norris Perne & French
Michigan
$56K -$3.63K -485 -4%
CAG
838
Crestwood Advisors Group
Massachusetts
$56K – – –
HC
839
Hourglass Capital
Texas
$56K – – –
TWP
840
TFO Wealth Partners
Ohio
$56K – – –
CWG
841
Cornerstone Wealth Group
North Carolina
$56K +$457 +61 +0.5%
CL
842
CPWM LLC
Washington
$56K +$86.4K +11,527 New
ECM
843
Evergreen Capital Management
Washington
$56K +$86.8K +11,582 New
BP
844
Ballentine Partners
Massachusetts
$56K +$87.2K +11,630 New
DWT
845
Dorsey & Whitney Trust
South Dakota
$55K -$171K -22,764 -67%
AMC
846
Asset Management Corp
Illinois
$55K -$51.2K -6,837 -37%
ACM
847
Allred Capital Management
Texas
$55K -$1.5K -200 -2%
MA
848
MCF Advisors
Kentucky
$55K – – –
ATFA
849
All Terrain Financial Advisors
Minnesota
$55K +$3.75K +500 +5%
TC
850
TownSquare Capital
Utah
$55K +$84.4K +11,255 New
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35 36