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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aries Wealth Management
Maine
$610K +$12K +60 +3%
BDWM
902
Brewin Dolphin Wealth Management
Ireland
$607K – – –
RWA
903
River Wealth Advisors
Pennsylvania
$607K -$30K -150 -6%
PA
904
Probity Advisors
Texas
$607K -$11.6K -58 -2%
FANJ
905
Financial Architects (New Jersey)
New Jersey
$607K +$225K +1,124 +87%
DA
906
Doliver Advisors
Texas
$605K -$98.6K -493 -17%
KM
907
Kalos Management
Georgia
$604K +$153K +764 +52%
CCA
908
Checchi Capital Advisers
California
$602K +$29.6K +148 +7%
SWA
909
Stratos Wealth Advisors
Ohio
$600K +$1.6K +8 +0.3%
RI
910
Ridgewood Investments
New Jersey
$597K -$631K -3,155 -57%
SC
911
Solstein Capital
California
$597K -$322K -1,610 -40%
MMPW
912
Mitchell McLeod Pugh & Williams
Alabama
$596K +$12K +60 +3%
FCCM
913
First City Capital Management
Georgia
$588K +$426K +2,130 New
IWM
914
IHT Wealth Management
Illinois
$584K +$8K +40 +2%
TNB
915
Thomasville National Bank
Georgia
$582K -$3.62M -18,092 -89%
H
916
HoyleCohen
California
$581K -$32K -160 -6%
YIA
917
YHB Investment Advisors
Connecticut
$579K +$25K +125 +6%
SIC
918
Schwartz Investment Counsel
Michigan
$578K – – –
CCM
919
CAAS Capital Management
New York
$578K +$460K +2,300 New
FHA
920
Flagship Harbor Advisors
Massachusetts
$569K -$18.2K -91 -4%
WIC
921
Woodmont Investment Counsel
Tennessee
$566K – – –
HT
922
Heritage Trust
Oklahoma
$566K +$450K +2,252 New
SB
923
Simmons Bank
Arkansas
$565K -$52K -260 -10%
TWA
924
TCI Wealth Advisors
Arizona
$556K -$114K -570 -20%
SLAM
925
Swiss Life Asset Management
$555K – – –
35 36
37
38 39