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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1126
Kolinsky Wealth Management
New Jersey
$274K -$34.3K -111 -11%
MWM
1127
Modera Wealth Management
New Jersey
$273K -$932K -3,013 -78%
RMCM
1128
Reynders McVeigh Capital Management
Massachusetts
$272K -$2.16K -7 -0.8%
IBOK
1129
Independence Bank of Kentucky
Kentucky
$271K +$24.4K +79 +10%
LFAS
1130
Level Four Advisory Services
Texas
$271K +$68.3K +221 +35%
MWM
1131
Mission Wealth Management
California
$268K -$64.9K -210 -20%
AA
1132
Ancora Advisors
Ohio
$268K – – –
SFS
1133
Stiles Financial Services
Minnesota
$268K +$618 +2 +0.2%
AFP
1134
Ausdal Financial Partners
Iowa
$267K – – –
GL
1135
Graypoint LLC
New York
$267K +$38.3K +124 +17%
SIM
1136
SSI Investment Management
California
$266K -$1.85K -6 -0.7%
AFS
1137
Axiom Financial Strategies
Indiana
$265K -$13.6K -44 -5%
FG
1138
Fiduciary Group
Georgia
$263K – – –
MWA
1139
Meridian Wealth Advisors
Texas
$263K +$255K +824 New
BEAM
1140
Baker Ellis Asset Management
Washington
$262K – – –
PPWM
1141
PFG Private Wealth Management
Florida
$262K +$254K +820 New
WTA
1142
Washington Trust Advisors
Massachusetts
$260K -$41.1K -133 -14%
PWMAG
1143
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$35.6K +115 +16%
CAM
1144
Cozad Asset Management
Illinois
$259K +$309 +1 +0.1%
IAIM
1145
International Assets Investment Management
Florida
$258K -$25.7K -83 -9%
AF
1146
Allworth Financial
California
$257K +$82.2K +266 +49%
BCFD
1147
Boit C.F. David
$256K – – –
FCCM
1148
First City Capital Management
Georgia
$256K – – –
MHS
1149
M Holdings Securities
Oregon
$256K +$248K +801 New
PWM
1150
Palumbo Wealth Management
New York
$254K +$928 +3 +0.4%
44 45
46
47 48