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Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
701
Royal Fund Management
Florida
$465K +$25.4K +822 +7%
IWM
702
IHT Wealth Management
Illinois
$459K -$162K -5,253 -29%
PMG
703
ProVise Management Group
Florida
$457K +$175K +5,650 +80%
LCM
704
Landscape Capital Management
New Jersey
$456K +$392K +12,683 New
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$455K -$2.97K -96 -0.8%
SFP
706
Sweet Financial Partners
Minnesota
$453K – – –
SWM
707
Sendero Wealth Management
Texas
$450K +$192K +6,220 +99%
FLI
708
Family Legacy Inc
South Carolina
$447K -$36.3K -1,173 -9%
LIA
709
LBMC Investment Advisors
Tennessee
$446K – – –
SWMP
710
Signature Wealth Management Partners
New Jersey
$445K -$101K -3,258 -21%
FHWM
711
Fox Hill Wealth Management
Massachusetts
$443K +$381K +12,330 New
APG
712
Abacus Planning Group
South Carolina
$442K +$182K +5,869 +91%
PCMC
713
Planning Capital Management Corporation
Pennsylvania
$441K +$380K +12,291 New
EIP
714
Easterly Investment Partners
Massachusetts
$441K -$741K -23,947 -66%
CIS
715
Connors Investor Services
Pennsylvania
$441K – – –
KS
716
Karpas Strategies
Connecticut
$438K +$526 +17 +0.1%
ACA
717
Aptus Capital Advisors
Alabama
$438K +$113K +3,656 +43%
CTA
718
Chesley Taft & Associates
Illinois
$437K – – –
UM
719
UniSuper Management
Australia
$434K +$60.9K +1,969 +19%
SIG
720
Stonegate Investment Group
Alabama
$432K +$111K +3,597 +43%
SGI
721
Summit Global Investments
Utah
$432K +$34.3K +1,109 +10%
LI
722
Lafayette Investments
Maryland
$431K -$46.4K -1,500 -11%
WA
723
Waverly Advisors
Alabama
$428K +$368K +11,914 New
CAM
724
Cubic Asset Management
Massachusetts
$427K -$68.7K -2,220 -16%
CT
725
Coastline Trust
Rhode Island
$426K +$367K +11,860 New
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