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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1426
Tuttle Capital Management
Connecticut
$761K +$807K +22,564 New
UBWV
1427
United Bank (West Virginia)
West Virginia
$760K -$54.4K -1,519 -6%
KI
1428
Koch Industries
Kansas
$760K +$454K +12,688 +129%
AAMU
1429
AEGON Asset Management (UK)
United Kingdom
$760K -$24.7K -689 -3%
PMG
1430
ProVise Management Group
Florida
$759K -$1.59M -44,411 -66%
VCM
1431
Violich Capital Management
California
$757K – – –
CWA
1432
Cypress Wealth Advisors
California
$752K -$739K -20,649 -48%
BSWMG
1433
Barrington Strategic Wealth Management Group
Illinois
$748K -$2.68K -75 -0.3%
JIC
1434
Joel Isaacson & Co
New York
$748K +$36 +1 +0%
MWM
1435
Modera Wealth Management
New Jersey
$743K -$323K -9,026 -29%
BFPW
1436
BOK Financial Private Wealth
Colorado
$742K -$43.9K -1,226 -5%
IAS
1437
IMA Advisory Services
Colorado
$741K -$106K -2,973 -12%
OIA
1438
OneDigital Investment Advisors
Kansas
$734K +$779K +21,779 New
OA
1439
Oxbow Advisors
Texas
$733K +$200K +5,591 +35%
CHP
1440
Cable Hill Partners
Oregon
$732K +$125K +3,507 +19%
KFC
1441
Klingenstein Fields & Co
New York
$729K +$13.5K +377 +2%
LWAC
1442
Laurel Wealth Advisors (California)
California
$729K +$62.9K +1,759 +9%
WPP
1443
Whalerock Point Partners
Rhode Island
$726K – – –
AFS
1444
Access Financial Services
Minnesota
$725K +$3.22K +90 +0.4%
CWM
1445
Cornerstone Wealth Management
Missouri
$722K +$315K +8,809 +70%
CFA
1446
Capstone Financial Advisors
Illinois
$720K +$286 +8 +0%
OFW
1447
Omnia Family Wealth
Florida
$718K +$19.8K +553 +3%
CEI
1448
Clark Estates Inc
New York
$717K – – –
BTIS
1449
BB&T Investment Services
North Carolina
$714K +$142K +3,969 +23%
RIA
1450
Regal Investment Advisors
Michigan
$713K +$5.69K +159 +0.8%
56 57
58
59 60