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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1276
Richardson Financial Services
Massachusetts
$611K +$40.7K +95 +7%
SFM
1277
Signet Financial Management
New Jersey
$610K -$108K -252 -15%
FVWA
1278
Foster Victor Wealth Advisors
South Carolina
$608K +$386K +901 +187%
LWMM
1279
Legacy Wealth Management (Mississippi)
Mississippi
$608K +$3K +7 +0.5%
DWM
1280
Ducere Wealth Management
California
$606K +$609K +1,421 New
SIC
1281
Salem Investment Counselors
North Carolina
$605K -$2.57K -6 -0.4%
C
1282
Certuity
Florida
$605K -$26.1K -61 -4%
VCM
1283
Violich Capital Management
California
$603K – – –
SWA
1284
Sax Wealth Advisors
New Jersey
$603K -$857 -2 -0.1%
NP
1285
NorthRock Partners
Minnesota
$603K -$1.95M -4,541 -76%
SC
1286
Stephens Consulting
Michigan
$602K – – –
CFMC
1287
Curbstone Financial Management Corp
New Hampshire
$602K +$59.1K +138 +11%
RMCM
1288
Reynders McVeigh Capital Management
Massachusetts
$601K -$3.43K -8 -0.6%
KCM
1289
Kathmere Capital Management
Pennsylvania
$599K -$84.4K -197 -12%
OL
1290
OneFund LLC
Florida
$597K +$28.3K +66 +5%
FCB
1291
First County Bank
Connecticut
$597K – – –
SOAMC
1292
Spirit of America Management Corp
New York
$597K – – –
HCM
1293
Howland Capital Management
Massachusetts
$596K -$6.85K -16 -1%
LFG
1294
Larson Financial Group
Missouri
$596K -$244K -569 -29%
CSPIA
1295
Cary Street Partners Investment Advisory
Virginia
$595K -$75.8K -177 -11%
CS
1296
CapitalatWork SA
$595K – – –
SVWAG
1297
Sound View Wealth Advisors Group
Georgia
$595K -$78K -182 -12%
NHC
1298
Nicholas Hoffman & Company
Georgia
$593K +$22.7K +53 +4%
DAC
1299
Dividend Assets Capital
South Carolina
$590K – – –
BA
1300
Bridgewater Advisors
New York
$589K -$4.71K -11 -0.8%
50 51
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