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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
776
Venturi Wealth Management
Texas
$1.34M -$26.1K -78 -2%
IA
777
IFP Advisors
Florida
$1.34M -$450K -1,345 -21%
LWCFA
778
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M +$50.2K +150 +4%
QIM
779
Quest Investment Management
Oregon
$1.31M +$1.24M +3,694 New
SA
780
SRN Advisors
Pennsylvania
$1.3M +$1.24M +3,690 New
CFA
781
CWS Financial Advisors
Michigan
$1.29M -$386K -1,154 -24%
BWIA
782
Bryant Woods Investment Advisors
New York
$1.28M – – –
WS
783
Wedbush Securities
California
$1.27M -$24.8K -74 -2%
CCA
784
Checchi Capital Advisers
California
$1.27M -$18.4K -55 -2%
ST
785
Spinnaker Trust
Maine
$1.27M -$2.77M -8,282 -70%
LOPW
786
Live Oak Private Wealth
North Carolina
$1.26M +$47.9K +143 +4%
SIA
787
Schechter Investment Advisors
Michigan
$1.26M +$207K +619 +21%
FFM
788
Forum Financial Management
Illinois
$1.25M +$10K +30 +0.9%
TSS
789
Thomas Story & Son
Indiana
$1.25M -$50.2K -150 -4%
MP
790
McDonald Partners
Ohio
$1.24M -$8.04K -24 -0.7%
SIM
791
Sentry Investment Management
Wisconsin
$1.23M -$13.1K -39 -1%
BZWA
792
Blue Zone Wealth Advisors
California
$1.23M -$1.23M -3,668 -52%
ECM
793
Evergreen Capital Management
Washington
$1.22M +$97.8K +292 +9%
AWM
794
Angeles Wealth Management
California
$1.21M -$205K -612 -15%
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$1.2M +$40.9K +122 +4%
UAML
796
US Asset Management LLC
Pennsylvania
$1.19M -$3.01K -9 -0.3%
FAIM
797
Financial Advocates Investment Management
Washington
$1.19M +$422K +1,261 +61%
KFP
798
KB Financial Partners
New Jersey
$1.19M -$13.1K -39 -1%
GAM
799
Griffin Asset Management
New York
$1.18M +$93.4K +279 +9%
CCB
800
Country Club Bank
Missouri
$1.18M +$32.1K +96 +3%
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