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Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1301
Itau Unibanco Holding S.A.
Brazil
$983K +$930K +3,715 New
FWM
1302
Foresight Wealth Management
Utah
$981K +$38.5K +154 +4%
AWM
1303
Aevitas Wealth Management
Massachusetts
$974K -$188K -752 -17%
CAN
1304
Claraphi Advisory Network
United States
$970K +$10K +40 +1%
CCMD
1305
Cypress Capital Management (Delaware)
Delaware
$966K -$11.3K -45 -1%
IP
1306
Intellectus Partners
California
$964K +$386K +1,544 +74%
FWM
1307
Fairhaven Wealth Management
Illinois
$963K -$39K -156 -4%
WTC
1308
WhitTier Trust Company
Nevada
$962K -$8.01K -32 -0.9%
ARMT
1309
Amica Retiree Medical Trust
Rhode Island
$957K – – –
LF
1310
Lee Financial
Texas
$955K – – –
SCA
1311
STALEY CAPITAL ADVISERS
Pennsylvania
$952K – – –
WWM
1312
Windsor Wealth Management
Indiana
$941K +$72.8K +291 +9%
CL
1313
CPWM LLC
Washington
$936K -$46K -184 -5%
HH
1314
HWG Holdings
Texas
$935K -$1.2M -4,806 -58%
CCM
1315
Cadence Capital Management
Massachusetts
$934K -$7.51K -30 -0.8%
PWP
1316
Principle Wealth Partners
Connecticut
$930K +$210K +839 +31%
SW
1317
SlateStone Wealth
Florida
$927K +$20K +80 +2%
CCM
1318
Community Capital Management
Florida
$926K – – –
SS
1319
Simplicity Solutions
Minnesota
$925K -$1.04M -4,170 -54%
OFS
1320
Orrstown Financial Services
Pennsylvania
$920K +$18.8K +75 +2%
ACM
1321
AUA Capital Management
Pennsylvania
$913K – – –
FNBSF
1322
First National Bank Sioux Falls
South Dakota
$909K – – –
WANY
1323
Wealthspire Advisors (New York)
New York
$909K +$860K +3,437 New
SB
1324
Simmons Bank
Arkansas
$905K +$16.8K +67 +2%
F
1325
F3Logic
Minnesota
$904K -$129K -517 -13%
51 52
53
54 55