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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1151
Allworth Financial
California
$3.65M +$16.5K +61 +0.5%
FC
1152
Fusion Capital
South Carolina
$3.64M -$121K -446 -3%
SCM
1153
SOL Capital Management
Maryland
$3.61M -$133K -492 -4%
BHIA
1154
Birch Hill Investment Advisors
Massachusetts
$3.58M -$67.7K -250 -2%
AIM
1155
Aspen Investment Management
Michigan
$3.58M +$29.5K +109 +0.9%
KA
1156
Kintegral Advisory
New York
$3.57M -$112K -414 -3%
WWM
1157
Western Wealth Management
Colorado
$3.57M +$368K +1,358 +12%
IAS
1158
Investment Advisory Services
Texas
$3.57M +$54.7K +202 +2%
BCMO
1159
Buckingham Capital Management (Ohio)
Ohio
$3.56M -$162K -597 -4%
MIAN
1160
Mariner Independent Advisor Network
Kansas
$3.56M +$122K +451 +4%
CPSC
1161
Carl P. Sherr & Co
Massachusetts
$3.55M -$6.5K -24 -0.2%
JWM
1162
JGP Wealth Management
Oregon
$3.54M +$3.52K +13 +0.1%
DPIM
1163
Duff & Phelps Investment Management
Illinois
$3.54M – – –
CCT
1164
Chemung Canal Trust
New York
$3.54M -$101K -372 -3%
PH
1165
Pinnacle Holdings
Oklahoma
$3.5M -$2.23M -8,229 -39%
BPM
1166
Bowling Portfolio Management
Ohio
$3.5M +$1.75M +6,446 +105%
TWM
1167
TLW Wealth Management
Florida
$3.49M +$1.35K +5 +0%
HCM
1168
Hall Capital Management
Rhode Island
$3.49M +$59K +218 +2%
HAS
1169
HBW Advisory Services
California
$3.49M +$429K +1,585 +14%
ADL
1170
Asset Dedication LLC
California
$3.48M +$285K +1,054 +9%
LPT
1171
Legacy Private Trust
Wisconsin
$3.45M +$60.7K +224 +2%
WKWM
1172
Walter & Keenan Wealth Management
Indiana
$3.44M -$101K -374 -3%
NWM
1173
Nicola Wealth Management
British Columbia, Canada
$3.44M -$311K -1,148 -8%
MIC
1174
Meridian Investment Counsel
California
$3.44M – – –
CFMC
1175
Curbstone Financial Management Corp
New Hampshire
$3.44M -$124K -458 -4%
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