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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1701
Whitney & Co
New York
$631K +$34K +675 +6%
S
1702
SimplyRich
California
$630K – – –
CPWM
1703
Cypress Point Wealth Management
Texas
$629K -$383K -7,618 -39%
TAIM
1704
TD Ameritrade Investment Management
Nebraska
$629K – – –
BCAM
1705
Boston Common Asset Management
Massachusetts
$629K +$7K +139 +1%
BSB
1706
Bangor Savings Bank
Maine
$629K +$37.5K +745 +7%
PIMG
1707
Patriot Investment Management Group
Tennessee
$629K +$87K +1,728 +17%
HWA
1708
Heartwood Wealth Advisors
Virginia
$629K +$127K +2,531 +27%
FPWM
1709
FSB Premier Wealth Management
Iowa
$627K -$22.3K -444 -4%
PIA
1710
Pinion Investment Advisors
Kansas
$626K -$15.9K -315 -3%
PIP
1711
Peachtree Investment Partners
Florida
$624K -$30.2K -600 -5%
IPW
1712
Inlet Private Wealth
Florida
$623K – – –
SMA
1713
Sage Mountain Advisors
Georgia
$623K +$339K +6,738 +132%
CNB
1714
Camden National Bank
Maine
$622K +$87.3K +1,735 +17%
CNC
1715
Camden National Corporation
Maine
$622K +$594K +11,806 New
KP
1716
Keel Point
Alabama
$619K +$54.5K +1,082 +10%
SPFA
1717
Summit Place Financial Advisors
New Jersey
$615K +$587K +11,662 New
SS
1718
Sunbelt Securities
Texas
$612K +$25K +496 +4%
NGA
1719
Naples Global Advisors
Florida
$610K +$55.3K +1,098 +10%
VC
1720
Vicus Capital
Pennsylvania
$609K -$47.8K -949 -8%
KM
1721
Kalos Management
Georgia
$609K -$41K -815 -7%
VA
1722
Valmark Advisers
Ohio
$609K +$25.5K +506 +5%
AP
1723
Atwood & Palmer
Missouri
$607K – – –
CS
1724
Comerica Securities
Michigan
$605K -$92.1K -1,829 -14%
GAG
1725
GM Advisory Group
New York
$604K +$114K +2,262 +25%
67 68
69
70 71