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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1001
Capital Investment Advisory Services
North Carolina
$702K -$9.13K -25 -1%
CRC
1002
Curi RMB Capital
Illinois
$701K +$13.5K +37 +2%
NB
1003
Northwest Bancshares
Pennsylvania
$700K -$87.6K -240 -12%
HIC
1004
Holderness Investments Company
North Carolina
$700K – – –
AWM
1005
Aries Wealth Management
Maine
$692K -$81.1K -222 -11%
LNB
1006
Ledyard National Bank
$692K -$9.13K -25 -1%
EWM
1007
Evercore Wealth Management
New York
$692K – – –
MWM
1008
Modera Wealth Management
New Jersey
$689K +$660K +1,808 New
AIA
1009
Angeles Investment Advisors
California
$687K -$62.8K -172 -9%
MWM
1010
Meridian Wealth Management
Kentucky
$681K +$311K +851 +91%
CWM
1011
Chesapeake Wealth Management
Virginia
$679K – – –
MRCM
1012
M&R Capital Management
New Jersey
$678K -$107K -294 -14%
MSS
1013
Mitchell Sinkler & Starr
Pennsylvania
$670K – – –
PCM
1014
Princeton Capital Management
New Jersey
$670K +$110K +301 +21%
SPC
1015
Sigma Planning Corp
Michigan
$668K -$110K -302 -15%
RBC
1016
Romano Brothers & Co
Illinois
$665K -$26.7K -73 -4%
EWM
1017
Empirical Wealth Management
Washington
$662K +$99.7K +273 +19%
DJSG
1018
D.J. St. Germain
Massachusetts
$662K +$634K +1,737 New
IAMOG
1019
Investors Asset Management of Georgia
Georgia
$661K – – –
FCP
1020
Fidelis Capital Partners
Florida
$661K +$87.3K +239 +16%
AC
1021
Avestar Capital
New York
$660K +$54K +148 +9%
RMC
1022
Resources Management Corp
Connecticut
$660K -$5.18M -14,187 -89%
MS
1023
Maven Securities
Jersey
$656K +$629K +1,721 New
FCAG
1024
First Capital Advisors Group
New Jersey
$650K -$23.7K -65 -4%
SMA
1025
Sage Mountain Advisors
Georgia
$649K +$5.11K +14 +0.8%
39 40
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