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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1501
RWA Wealth Partners
Massachusetts
$895K +$26.2K +470 +3%
IAM
1502
Infusive Asset Management
New York
$892K -$48.4K -869 -5%
LC
1503
LCNB Corp
Ohio
$889K -$23.7K -425 -2%
ATPW
1504
Ashton Thomas Private Wealth
Arizona
$888K +$113K +2,029 +14%
AAM
1505
Autus Asset Management
Arizona
$888K – – –
IP
1506
Investment Partners
Ohio
$886K -$20.6K -369 -2%
OPTFSNA
1507
Old Point Trust & Financial Services N A
Virginia
$884K -$44.6K -800 -5%
HWA
1508
Heartwood Wealth Advisors
Virginia
$881K +$12K +215 +1%
CFA
1509
Capstone Financial Advisors
Illinois
$877K +$56 +1 +0%
FPS
1510
Fieldpoint Private Securities
Connecticut
$876K +$21.3K +382 +2%
RMCM
1511
Reynders McVeigh Capital Management
Massachusetts
$873K -$237K -4,257 -20%
MWM
1512
Modera Wealth Management
New Jersey
$872K +$29.3K +525 +3%
EFSCE
1513
Enterprise Financial Services Corp (EFSC)
Missouri
$871K +$266K +4,763 +40%
LWM
1514
Laidlaw Wealth Management
New York
$871K +$926K +16,605 New
AC
1515
Avestar Capital
New York
$869K +$8.53K +153 +0.9%
KWM
1516
Keebeck Wealth Management
Illinois
$865K – – –
LJAC
1517
L.J. Altfest & Co
New York
$863K -$836 -15 -0.1%
FIM
1518
Freedom Investment Management
Connecticut
$861K +$65.6K +1,177 +8%
FM
1519
Family Management
New York
$860K +$7.3K +131 +0.8%
UFF
1520
USA Financial Formulas
Michigan
$860K +$911K +16,336 +32,031%
JDR
1521
Jay D. Rosenbaum
$857K -$19.2K -345 -2%
BCA
1522
Bray Capital Advisors
Florida
$856K -$27.4K -492 -3%
FCA
1523
FinTrust Capital Advisors
South Carolina
$856K +$176K +3,165 +24%
BAS
1524
Brown Advisory Securities
Maryland
$854K -$776K -13,913 -46%
PI
1525
PineBridge Investments
New York
$852K -$5.12M -91,885 -85%
59 60
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62 63