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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1151
Cypress Wealth Advisors
California
$1.32M -$43K -1,373 -3%
SC
1152
Schulhoff & Co
Ohio
$1.32M +$282 +9 +0%
MI
1153
Montage Investments
Kansas
$1.31M -$47.8K -1,525 -4%
RCS
1154
Retirement Capital Strategies
California
$1.31M – – –
TSWM
1155
Triangle Securities Wealth Management
North Carolina
$1.3M -$315K -10,058 -20%
PVWM
1156
Point View Wealth Management
New Jersey
$1.3M +$25.3K +807 +2%
HW
1157
Hedeker Wealth
Illinois
$1.29M +$1.24M +39,476 New
PTC
1158
Private Trust Company
Ohio
$1.29M +$595 +19 +0%
RDM
1159
Retirement Design & Management
Connecticut
$1.29M +$23.7K +757 +2%
DBIA
1160
Dumont & Blake Investment Advisors
New Jersey
$1.29M -$470 -15 -0%
MIH
1161
Madison Investment Holdings
Wisconsin
$1.29M +$287K +9,150 +30%
ICAS
1162
Investors Capital Advisory Services
Massachusetts
$1.28M +$25.8K +823 +2%
TC
1163
Telemus Capital
Michigan
$1.28M +$426K +13,599 +53%
RFA
1164
Reilly Financial Advisors
California
$1.28M +$134K +4,277 +12%
TNB
1165
Thomasville National Bank
Georgia
$1.28M +$211K +6,743 +21%
HA
1166
Halsey Associates
Connecticut
$1.28M +$2.1K +67 +0.2%
HS
1167
HighVista Strategies
Massachusetts
$1.28M -$298K -9,500 -20%
FNBT
1168
FineMark National Bank & Trust
Florida
$1.27M -$143K -4,557 -10%
BC
1169
Banced Corp
Illinois
$1.27M -$55.7K -1,777 -4%
FTI
1170
Fiduciary Trust International
Massachusetts
$1.27M -$315K -10,051 -21%
FMWA
1171
Forvis Mazars Wealth Advisors
Missouri
$1.27M -$120K -3,845 -9%
FP
1172
FDO Partners
Massachusetts
$1.27M +$302K +9,630 +33%
HAG
1173
HighPoint Advisor Group
Illinois
$1.26M +$179K +5,724 +19%
AB
1174
Atlas Brown
Kentucky
$1.26M -$61.9K -1,975 -5%
CPIM
1175
Columbia Partners Investment Management
Virginia
$1.25M -$13.8K -439 -1%
45 46
47
48 49