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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
Mutual Advisors
Nebraska
$1.27M -$1.29M -14,361 -50%
MWM
677
Modera Wealth Management
New Jersey
$1.26M -$40.2K -447 -3%
SPC
678
Sigma Planning Corp
Michigan
$1.26M +$15.9K +177 +1%
CP
679
CenterBook Partners
Connecticut
$1.26M -$895K -9,962 -41%
JPWM
680
Jamison Private Wealth Management
Georgia
$1.25M +$1.28M +14,208 New
MWM
681
Massachusetts Wealth Management
Massachusetts
$1.25M +$81.7K +909 +7%
SACTSONJ
682
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M – – –
SWM
683
Sculati Wealth Management
Michigan
$1.24M -$5.66K -63 -0.4%
KCM
684
Kanawha Capital Management
Virginia
$1.24M -$8.45K -94 -0.7%
EWM
685
Evercore Wealth Management
New York
$1.24M -$184K -2,048 -13%
NIM
686
NEOS Investment Management
Connecticut
$1.24M +$1.26M +14,002 New
IFWM
687
Institute for Wealth Management
Colorado
$1.23M – – –
KC
688
Knuff & Co
California
$1.23M – – –
JWCA
689
J.W. Cole Advisors
Florida
$1.23M +$150K +1,666 +14%
IWM
690
IHT Wealth Management
Illinois
$1.23M -$90 -1 -0%
TFCP
691
Twin Focus Capital Partners
Massachusetts
$1.22M -$36.1K -402 -3%
AF
692
Allworth Financial
California
$1.22M -$51.3K -571 -4%
PWM
693
Perigon Wealth Management
California
$1.22M -$69.5K -773 -5%
BCM
694
Birmingham Capital Management
Alabama
$1.2M +$29.7K +330 +2%
MA
695
MBA Advisors
Pennsylvania
$1.2M -$3.96K -44 -0.3%
FWM
696
Focused Wealth Management
New York
$1.2M -$27.9K -310 -2%
PL
697
Plancorp LLC
Missouri
$1.2M +$82.1K +913 +7%
SGC
698
Slocum, Gordon & Co
Rhode Island
$1.18M -$113K -1,258 -9%
BSW
699
Buckingham Strategic Wealth
Missouri
$1.18M +$50.2K +558 +4%
SAM
700
Southeastern Asset Management
Tennessee
$1.17M -$104M -1,155,661 -99%
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