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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
951
Trust Company of Vermont
Vermont
$602K +$67.2K +748 +12%
XF
952
XML Financial
Maryland
$600K +$11.4K +127 +2%
AAIS
953
ABN AMRO Investment Solutions
$598K -$371K -4,129 -38%
CA
954
CoreCap Advisors
Michigan
$597K -$826K -9,189 -58%
WR
955
WD Rutherford
Oregon
$594K -$1.08K -12 -0.2%
BTW
956
Boston Trust Walden
Massachusetts
$592K – – –
RBFC
957
Roman Butler Fullerton & Co
Missouri
$590K +$11.6K +129 +2%
JIC
958
Joel Isaacson & Co
New York
$589K +$23.1K +257 +4%
WT
959
Washington Trust
Rhode Island
$589K – – –
GWM
960
Geneos Wealth Management
Colorado
$588K +$9.08K +101 +2%
ACM
961
Allred Capital Management
Texas
$588K -$3.06K -34 -0.5%
IAN
962
Integrated Advisors Network
Texas
$587K +$3.77K +42 +0.6%
VVP
963
Venture Visionary Partners
Ohio
$583K +$16.9K +188 +3%
PCS
964
Personal CFO Solutions
New Jersey
$581K +$27.1K +301 +5%
VA
965
Valmark Advisers
Ohio
$580K +$32.9K +366 +6%
HCM
966
Highlander Capital Management
New Jersey
$580K +$200K +2,220 +51%
FHA
967
First Horizon Advisors
Tennessee
$579K -$39.8K -443 -6%
CA
968
Carson Advisory
Georgia
$577K -$121K -1,349 -17%
RT
969
Rockland Trust
Massachusetts
$575K -$17.3K -192 -3%
PA
970
PFG Advisors
Arizona
$570K +$53.3K +593 +10%
MM
971
Meridian Management
Arkansas
$562K +$25.1K +279 +5%
SAM
972
Strategy Asset Managers
California
$560K +$571K +6,350 New
CWA
973
Consilium Wealth Advisory
Texas
$558K +$569K +6,329 New
LC
974
Lindbrook Capital
California
$557K +$15.5K +173 +3%
DFCM
975
Dark Forest Capital Management
Puerto Rico
$554K +$139K +1,544 +33%
37 38
39
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