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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Congress Wealth Management
Massachusetts
$249K +$248K +4,250 New
RSWM
1102
Robertson Stephens Wealth Management
California
$248K +$248K +4,244 New
XF
1103
XML Financial
Maryland
$247K +$246K +4,213 New
SIG
1104
Sargent Investment Group
Maryland
$246K -$29.2K -500 -11%
LFM
1105
LGT Fund Management
Liechtenstein
$246K +$245K +4,200 New
ORC
1106
O'Rourke & Company
Massachusetts
$245K +$244K +4,181 New
BJL
1107
Brighton Jones LLC
Washington
$245K +$245K +4,187 New
VCM
1108
Vigilant Capital Management
Maine
$244K – – –
MG
1109
Mather Group
Illinois
$244K +$243K +4,160 New
DAS
1110
Dynamic Advisor Solutions
Arizona
$243K +$6.6K +113 +3%
FEM
1111
Fulcrum Equity Management
Texas
$242K -$25.1K -429 -9%
P
1112
Pitcairn
Pennsylvania
$242K – – –
JSW
1113
Journey Strategic Wealth
New Jersey
$242K +$242K +4,136 New
MMHP
1114
Murphy Middleton Hinkle & Parker
Georgia
$240K – – –
TCM
1115
Triumph Capital Management
Colorado
$240K +$239K +4,091 New
SP
1116
Successful Portfolios
Florida
$239K – – –
GAM
1117
Griffin Asset Management
New York
$237K -$134K -2,300 -36%
SAS
1118
Sanford Advisory Services
Michigan
$237K – – –
CI
1119
CX Institutional
Indiana
$237K +$12.3K +211 +6%
FPCP
1120
Fort Point Capital Partners
California
$236K – – –
AWC
1121
Abundance Wealth Counselors
Pennsylvania
$236K +$235K +4,025 New
CC
1122
Courier Capital
New York
$235K -$64.3K -1,100 -22%
RG
1123
Rathbones Group
United Kingdom
$235K – – –
RF
1124
Rollins Financial
Georgia
$235K +$234K +4,000 New
MWM
1125
Meridian Wealth Management
Kentucky
$234K +$4.73K +81 +2%
43 44
45
46 47