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Name Holding Trade Value Shares
Change 		Change in
Stake
UBWV
1426
United Bank (West Virginia)
West Virginia
$760K -$54.4K -1,519 -6%
KI
1427
Koch Industries
Kansas
$760K +$454K +12,688 +129%
AAMU
1428
AEGON Asset Management (UK)
United Kingdom
$760K -$24.7K -689 -3%
PMG
1429
ProVise Management Group
Florida
$759K -$1.59M -44,411 -66%
VCM
1430
Violich Capital Management
California
$757K – – –
CWA
1431
Cypress Wealth Advisors
California
$752K -$739K -20,649 -48%
BSWMG
1432
Barrington Strategic Wealth Management Group
Illinois
$748K -$2.68K -75 -0.3%
JIC
1433
Joel Isaacson & Co
New York
$748K +$36 +1 +0%
MWM
1434
Modera Wealth Management
New Jersey
$743K -$323K -9,026 -29%
BFPW
1435
BOK Financial Private Wealth
Colorado
$742K -$43.9K -1,226 -5%
IAS
1436
IMA Advisory Services
Colorado
$741K -$106K -2,973 -12%
OIA
1437
OneDigital Investment Advisors
Kansas
$734K +$779K +21,779 New
OA
1438
Oxbow Advisors
Texas
$733K +$200K +5,591 +35%
CHP
1439
Cable Hill Partners
Oregon
$732K +$125K +3,507 +19%
KFC
1440
Klingenstein Fields & Co
New York
$729K +$13.5K +377 +2%
LWAC
1441
Laurel Wealth Advisors (California)
California
$729K +$62.9K +1,759 +9%
WPP
1442
Whalerock Point Partners
Rhode Island
$726K – – –
AFS
1443
Access Financial Services
Minnesota
$725K +$3.22K +90 +0.4%
CWM
1444
Cornerstone Wealth Management
Missouri
$722K +$315K +8,809 +70%
CFA
1445
Capstone Financial Advisors
Illinois
$720K +$286 +8 +0%
OFW
1446
Omnia Family Wealth
Florida
$718K +$19.8K +553 +3%
CEI
1447
Clark Estates Inc
New York
$717K – – –
BTIS
1448
BB&T Investment Services
North Carolina
$714K +$142K +3,969 +23%
RIA
1449
Regal Investment Advisors
Michigan
$713K +$5.69K +159 +0.8%
OA
1450
Opes Advisors
California
$707K -$1.36K -38 -0.2%
56 57
58
59 60