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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2101
Aviance Capital Partners
Florida
$450K +$14.1K +223 +3%
WMS
2102
Wealth Management Solutions
Pennsylvania
$448K +$190 +3 +0%
SAM
2103
Seelaus Asset Management
New Jersey
$447K -$6.02K -95 -1%
ANBT
2104
American National Bank & Trust
Texas
$446K -$12.3K -194 -3%
PWM
2105
Provident Wealth Management
Tennessee
$446K +$4.69K +74 +1%
RWI
2106
Red Wave Investments
Pennsylvania
$445K -$19.1K -301 -4%
BB
2107
Berkshire Bank
Massachusetts
$445K – – –
NF
2108
Norwood Financial
Pennsylvania
$445K – – –
IFWM
2109
Institute for Wealth Management
Colorado
$444K -$41K -646 -8%
MHR
2110
Matthew Hamilton Rosenberg
$444K +$39K +615 +10%
SWP
2111
Summit Wealth Partners
Florida
$443K +$63 +1 +0%
AC
2112
ASB Consultores
Florida
$440K -$528K -8,325 -54%
FIM
2113
Fernwood Investment Management
Massachusetts
$440K +$25.5K +403 +6%
BDF
2114
Balasa Dinverno & Foltz
$440K +$168K +2,652 +61%
JF
2115
Joule Financial
Kentucky
$440K +$441K +6,953 New
WPP
2116
Whalerock Point Partners
Rhode Island
$439K – – –
LWM
2117
Lyell Wealth Management
California
$439K +$21.6K +340 +5%
TFA
2118
Triad Financial Advisors
North Carolina
$438K -$16K -252 -3%
TIA
2119
Tiemann Investment Advisors
California
$436K +$4.75K +75 +1%
AP
2120
Arlington Partners
Alabama
$436K +$8.24K +130 +2%
SFG
2121
SevenBridge Financial Group
Pennsylvania
$434K -$26K -410 -6%
FSA
2122
Fort Sheridan Advisors
Illinois
$434K -$7.23K -114 -2%
PI
2123
Pettee Investors
Connecticut
$434K – – –
SAM
2124
SignalPoint Asset Management
Missouri
$434K +$10.5K +166 +2%
CCM
2125
Chiron Capital Management
Florida
$434K +$10.8K +171 +3%
83 84
85
86 87