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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1301
Peterson Wealth Management
Nevada
$1.88M +$42.6K +131 +2%
MFG
1302
Merit Financial Group
Georgia
$1.87M +$29.3K +90 +2%
AP
1303
Appleton Partners
Massachusetts
$1.86M – – –
BPM
1304
Bowling Portfolio Management
Ohio
$1.86M +$816K +2,511 +84%
PWPS
1305
Pinnacle Wealth Planning Services
Ohio
$1.85M -$14K -43 -0.8%
SFSIG
1306
San Francisco Sentry Investment Group
California
$1.84M +$16.6K +51 +0.9%
RWA
1307
Ropes Wealth Advisors
Massachusetts
$1.84M +$99.2K +305 +6%
EH
1308
Equitable Holdings
New York
$1.83M +$143K +440 +9%
FAN
1309
Financial Advisors Network
California
$1.81M -$190K -583 -10%
OIS
1310
Okabena Investment Services
Minnesota
$1.81M -$622K -1,914 -26%
NIA
1311
Northstar Investment Advisors
Colorado
$1.8M -$111K -342 -6%
NPF
1312
Norris Perne & French
Michigan
$1.8M +$23.7K +73 +1%
ACH
1313
ArrowMark Colorado Holdings
Colorado
$1.79M +$1.72M +5,300 New
PCM
1314
Princeton Capital Management
New Jersey
$1.79M – – –
AWA
1315
Arete Wealth Advisors
Illinois
$1.77M +$75.4K +232 +5%
CWM
1316
Connecticut Wealth Management
Connecticut
$1.77M +$1.7M +5,236 New
KCM
1317
Kendall Capital Management
Maryland
$1.77M +$35.8K +110 +2%
FAIM
1318
Financial Advocates Investment Management
Washington
$1.76M +$30.9K +95 +2%
ACI
1319
Alpha Cubed Investments
California
$1.76M +$124K +382 +8%
KI
1320
Kapitalo Investimentos
Brazil
$1.76M -$2.7M -8,312 -62%
CFG
1321
Citizens Financial Group
Rhode Island
$1.75M -$209K -644 -11%
STA
1322
Summit Trail Advisors
New York
$1.75M +$959K +2,950 +124%
S
1323
SimplyRich
California
$1.75M – – –
CCA
1324
Cobblestone Capital Advisors
New York
$1.74M -$5.2K -16 -0.3%
FUBT
1325
First United Bank & Trust
Maryland
$1.74M -$269K -826 -14%
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