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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Congress Wealth Management
Massachusetts
$620K -$228K -5,128 -27%
RIM
1652
RW Investment Management
Idaho
$619K -$16K -360 -3%
PMSA
1653
Patrick M. Sweeney & Associates
Illinois
$619K +$6.68K +150 +1%
IGWM
1654
ICA Group Wealth Management
Colorado
$618K +$174K +3,912 +39%
PG
1655
Patten Group
Tennessee
$618K -$44.6K -1,000 -7%
DA
1656
Dover Advisors
Virginia
$618K +$110K +2,472 +21%
RCS
1657
Retirement Capital Strategies
California
$618K -$16.4K -368 -3%
HL
1658
HeadInvest LLC
Maine
$617K -$5.57K -125 -0.9%
EFG
1659
Ethos Financial Group
Pennsylvania
$617K -$51.2K -1,148 -8%
SA
1660
SRH Advisors
Kansas
$616K +$134 +3 +0%
SMA
1661
Seven Mile Advisory
New Jersey
$614K +$5.44K +122 +0.9%
LCGC
1662
Legacy Capital Group California
California
$613K -$17.3K -389 -3%
SC
1663
Sepio Capital
Utah
$612K -$126K -2,832 -17%
PP
1664
Pegasus Partners
Wisconsin
$609K +$32.8K +737 +6%
DP
1665
Dearborn Partners
Illinois
$609K -$37.7K -845 -6%
ACP
1666
Aviance Capital Partners
Florida
$606K +$153K +3,426 +33%
VCM
1667
Violich Capital Management
California
$605K +$80.2K +1,800 +15%
AWM
1668
Aberdeen Wealth Management
Illinois
$604K +$17.8K +400 +3%
VC
1669
Vicus Capital
Pennsylvania
$604K +$173K +3,872 +40%
GWCM
1670
Godshalk Welsh Capital Management
Pennsylvania
$604K -$53.5K -1,200 -8%
WSCM
1671
Wellington Shields Capital Management
New York
$601K -$40.1K -899 -6%
KLCM
1672
KG&L Capital Management
Louisiana
$601K +$614K +13,776 New
ECM
1673
Exchange Capital Management
Michigan
$601K -$46.7K -1,049 -7%
AMBIA
1674
Allen Mooney & Barnes Investment Advisors
Georgia
$599K +$60.7K +1,363 +9%
MPCL
1675
My Personal CFO LLC
Washington
$598K +$93.1K +2,089 +18%
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68 69