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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
976
Institute for Wealth Management
Colorado
$3.56M -$256K -818 -8%
SWM
977
Spire Wealth Management
Virginia
$3.54M +$200K +638 +7%
MWM
978
MinichMacGregor Wealth Management
New York
$3.54M +$152K +486 +5%
CCC
979
Chelsea Counsel Company
California
$3.53M – – –
MIC
980
Meridian Investment Counsel
California
$3.53M -$31K -99 -1%
DJSG
981
D.J. St. Germain
Massachusetts
$3.51M -$366K -1,168 -11%
GAA
982
Global Assets Advisory
Florida
$3.51M +$218K +697 +8%
7WCP
983
71 West Capital Partners
Massachusetts
$3.51M +$1.56M +4,986 +113%
SFI
984
Siemens Fonds Invest
Germany
$3.5M +$271K +865 +10%
OCA
985
OpenArc Corporate Advisory
Georgia
$3.5M +$309K +986 +12%
BMC
986
Beaton Management Company
Massachusetts
$3.5M -$11.6K -37 -0.4%
SAIG
987
Semper Augustus Investments Group
Colorado
$3.5M – – –
LGA
988
Lebenthal Global Advisors
New York
$3.49M +$119K +381 +4%
MWM
989
Melfa Wealth Management
Massachusetts
$3.48M – – –
WHC
990
Wulff, Hansen & Co
California
$3.48M +$40.7K +130 +1%
OL
991
Optas LLC
Texas
$3.48M +$76.1K +243 +3%
CAMG
992
CWA Asset Management Group
Florida
$3.47M +$162K +517 +6%
FWA
993
Fulcrum Wealth Advisors
Washington
$3.46M +$257K +820 +10%
WIM
994
WealthPlan Investment Management
Nebraska
$3.46M +$199K +635 +7%
RIM
995
Rockbridge Investment Management
New York
$3.45M -$13.8K -44 -0.5%
VVP
996
Venture Visionary Partners
Ohio
$3.44M +$248K +793 +9%
SGC
997
Slocum, Gordon & Co
Rhode Island
$3.44M – – –
VPI
998
Value Partners Investments
Manitoba, Canada
$3.44M +$4.38K +14 +0.2%
PDL
999
Portfolio Design Labs
California
$3.43M +$74.2K +237 +3%
RCAG
1000
Rehmann Capital Advisory Group
Michigan
$3.42M -$11.3K -36 -0.4%
38 39
40
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