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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1201
Prospera Financial Services
Texas
$1.61M -$40.4K -234 -3%
SC
1202
Sawyer & Company
Massachusetts
$1.61M +$1.47M +8,490 New
NAM
1203
North American Management
Massachusetts
$1.6M +$5.87K +34 +0.4%
MWP
1204
MYCIO Wealth Partners
Pennsylvania
$1.6M -$29.3K -170 -2%
SFP
1205
Shepherd Financial Partners
Massachusetts
$1.6M -$91.1K -528 -6%
SC
1206
Savant Capital
Illinois
$1.6M -$37.6K -218 -3%
WCM
1207
Windward Capital Management
California
$1.59M +$449K +2,599 +45%
TCM
1208
Tradewinds Capital Management
Washington
$1.59M +$17.8K +103 +1%
AWM
1209
Aries Wealth Management
Maine
$1.58M +$1.36M +7,869 New
BA
1210
Birinyi Associates
Connecticut
$1.58M – – –
PCG
1211
Private Capital Group
Connecticut
$1.58M +$1.44M +8,331 New
BSW
1212
Buckingham Strategic Wealth
Missouri
$1.58M +$84.2K +488 +6%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$1.58M +$671K +3,889 +88%
SC
1214
Saturna Capital
Washington
$1.57M +$9.32K +54 +0.7%
CWM
1215
Confluence Wealth Management
Oregon
$1.56M +$54.4K +315 +4%
LMAM
1216
Legg Mason Asset Management
Japan
$1.55M -$190K -1,100 -12%
CFP
1217
Cornerstone Financial Partners
North Carolina
$1.54M +$803K +4,655 +133%
AA
1218
ALPS Advisors
Colorado
$1.54M +$560K +3,246 +67%
SC
1219
Skylands Capital
Wisconsin
$1.53M -$345K -2,000 -20%
UIA
1220
UBP Investment Advisors
Switzerland
$1.53M +$1.4M +8,100 New
SFG
1221
Sather Financial Group
Texas
$1.53M – – –
KA
1222
Kaizen Advisory
Illinois
$1.53M +$1.4M +8,091 New
CHJWM
1223
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.52M -$80.6K -467 -5%
SAM
1224
Security Asset Management
New York
$1.52M – – –
LSAG
1225
Lake Street Advisors Group
New Hampshire
$1.52M +$1.39M +8,037 New
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