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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1201
Sargent Bickham Lagudis
Colorado
$206K +$142K +455 +174%
BWM
1202
BigSur Wealth Management
Florida
$205K -$3.44K -11 -2%
TA
1203
TrueWealth Advisors
Alabama
$205K – – –
WAP
1204
Wealthcare Advisory Partners
Pennsylvania
$204K +$221K +709 New
CWM
1205
Cabot Wealth Management
Massachusetts
$203K +$221K +706 New
Sageworth Trust
1206
Sageworth Trust
Pennsylvania
$203K +$221K +706 New
First Citizens Bank & Trust
1207
First Citizens Bank & Trust
North Carolina
$202K +$219K +701 New
CF
1208
Corrigan Financial
Rhode Island
$202K – – –
IF
1209
Ironwood Financial
Arizona
$201K – – –
RRC
1210
Relaxing Retirement Coach
Massachusetts
$201K – – –
RC
1211
Roundview Capital
New Jersey
$200K – – –
SPP
1212
Single Point Partners
Massachusetts
$200K +$625 +2 +0.3%
MassMutual Private Wealth & Trust
1213
MassMutual Private Wealth & Trust
Connecticut
$183K +$3.75K +12 +2%
EWM
1214
Evermay Wealth Management
Virginia
$181K – – –
ABLA
1215
Alan B. Lancz & Associates
Ohio
$181K +$187K +600 New
PK
1216
Pflug Koory
Nebraska
$175K -$10.9K -35 -5%
JWM
1217
Janiczek Wealth Management
Colorado
$170K -$29.4K -94 -14%
BLC
1218
Brown, Lisle/Cummings
Rhode Island
$170K – – –
Itau Unibanco Holding S.A.
1219
Itau Unibanco Holding S.A.
Brazil
$168K -$212K -678 -54%
HIA
1220
Harbor Investment Advisory
Maryland
$162K -$50.6K -162 -22%
CWC
1221
Carolinas Wealth Consulting
North Carolina
$162K +$6.83M +21,865 +4,764%
PCG
1222
Private Capital Group
Connecticut
$144K +$10.6K +34 +7%
CMANY
1223
Capital Management Associates (New York)
New York
$143K – – –
PAM
1224
Paradigm Asset Management
New York
$143K – – –
GCM
1225
Gables Capital Management
Florida
$141K – – –