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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1601
Proficio Capital Partners
Massachusetts
$844K – – –
PCAP
1602
Pratt Collard Advisory Partners
New York
$843K -$22.4K -69 -3%
CAN
1603
Claraphi Advisory Network
United States
$837K -$99.2K -305 -11%
HPWM
1604
Highland Private Wealth Management
Washington
$836K +$148K +454 +22%
FHC
1605
First Horizon Corporation
Tennessee
$834K +$802K +2,467 New
LF
1606
Lee Financial
Texas
$829K -$179K -550 -18%
CFA
1607
CWS Financial Advisors
Michigan
$828K -$7.8K -24 -1%
MGIA
1608
Moneta Group Investment Advisors
Missouri
$827K -$280K -861 -26%
AC
1609
Avestar Capital
New York
$826K -$98.8K -304 -10%
IA
1610
Independence Advisors
Pennsylvania
$826K – – –
FIB
1611
First Interstate Bank
Montana
$825K -$39K -120 -5%
EAM
1612
Evanson Asset Management
California
$825K – – –
CSIC
1613
Clifford Swan Investment Counsel
California
$820K +$16.3K +50 +2%
CA
1614
Calton & Associates
Florida
$819K +$56.6K +174 +8%
C
1615
Certuity
Florida
$815K +$3.9K +12 +0.5%
EM
1616
Excalibur Management
Massachusetts
$814K -$22.8K -70 -3%
MGAM
1617
McGowan Group Asset Management
Texas
$814K -$22.4K -69 -3%
GWS
1618
Glassman Wealth Services
Virginia
$814K +$30.2K +93 +4%
WAG
1619
Winthrop Advisory Group
Massachusetts
$811K -$35.1K -108 -4%
BWA
1620
Beam Wealth Advisors
Louisiana
$811K -$3.58K -11 -0.5%
BFO
1621
Biltmore Family Office
North Carolina
$809K – – –
KIA
1622
KCM Investment Advisors
California
$809K +$61.1K +188 +9%
PTC
1623
Provident Trust Company
Wisconsin
$808K -$3.25K -10 -0.4%
RHP
1624
Royal Harbor Partners
Texas
$806K -$2.6K -8 -0.3%
AWM
1625
Atticus Wealth Management
Florida
$805K +$39K +120 +5%
63 64
65
66 67