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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1601
Legacy Bridge
Iowa
$806K +$22K +120 +3%
GVAG
1602
Great Valley Advisor Group
Delaware
$798K -$1.88M -10,233 -71%
BIA
1603
Bigelow Investment Advisors
Maine
$795K +$22.9K +125 +3%
NB
1604
Nicolet Bankshares
Wisconsin
$792K +$11K +60 +1%
CCM
1605
Canal Capital Management
Virginia
$788K +$23.5K +128 +3%
LWM
1606
Lenox Wealth Management
Ohio
$787K -$22.4K -122 -3%
PIA
1607
Pinion Investment Advisors
Kansas
$783K +$17.6K +96 +2%
MIH
1608
Meitav Investment House
Israel
$779K – – –
DWM
1609
Destination Wealth Management
California
$779K +$65.5K +357 +10%
OIA
1610
Optimum Investment Advisors
Illinois
$774K -$8.99K -49 -1%
CPO
1611
Cerity Partners OCIO
New York
$774K +$29.7K +162 +4%
LFA
1612
Legacy Financial Advisors
Kentucky
$774K +$201K +1,097 +37%
BWM
1613
Buckley Wealth Management
Nevada
$773K – – –
IAM
1614
Integre Asset Management
New York
$772K +$4.22K +23 +0.6%
JWA
1615
JFS Wealth Advisors
Pennsylvania
$770K -$13.8K -75 -2%
KA
1616
Klingman & Associates
New York
$770K +$63.5K +346 +9%
JMFC
1617
J.M. Forbes & Co
Massachusetts
$767K -$6.42K -35 -0.9%
TCB
1618
Texas Capital Bancshares
Texas
$767K – – –
XWM
1619
Xcel Wealth Management
Florida
$766K +$733K +3,994 New
CAW
1620
Cornerstone Advisors (Washington)
Washington
$764K +$154K +837 +27%
BCA
1621
Berman Capital Advisors
Georgia
$764K +$332K +1,810 +83%
BMCM
1622
Bryn Mawr Capital Management
Pennsylvania
$763K -$16.9K -92 -2%
PWA
1623
Providence Wealth Advisors
Illinois
$762K -$11.6K -63 -2%
SAM
1624
Symphony Asset Management
California
$762K +$729K +3,973 New
JSL
1625
JT Stratford LLC
Georgia
$759K -$64K -349 -8%
63 64
65
66 67