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Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1676
R.M. Davis Inc
Maine
$908K -$32.4K -93 -4%
GWS
1677
Glassman Wealth Services
Virginia
$907K +$23.4K +67 +3%
BWP
1678
BSW Wealth Partners
Colorado
$906K +$170K +486 +24%
SCM
1679
Seascape Capital Management
New Hampshire
$906K +$193K +554 +28%
PWLP
1680
Prio Wealth Limited Partnership
Massachusetts
$902K – – –
RSWM
1681
Robertson Stephens Wealth Management
California
$902K +$121K +348 +16%
CFSG
1682
Community Financial Services Group
Vermont
$900K +$6.28K +18 +0.7%
IIM
1683
Ipswich Investment Management
Massachusetts
$899K – – –
FFWA
1684
FRG Family Wealth Advisors
Washington
$898K – – –
MPI
1685
Mairs & Power Inc
Minnesota
$895K -$91.8K -263 -9%
LWM
1686
Lionsbridge Wealth Management
Florida
$895K +$55.5K +159 +7%
SAG
1687
Spotlight Asset Group
Illinois
$891K -$442K -1,268 -34%
LFM
1688
Lumina Fund Management
New York
$890K – – –
BS
1689
Boenning & Scattergood
Pennsylvania
$890K +$9.77K +28 +1%
FLPIM
1690
F.L. Putnam Investment Management
Massachusetts
$887K -$1.59M -4,567 -65%
NDSI
1691
Newman Dignan & Sheerar Inc
Rhode Island
$885K +$27.9K +80 +3%
HPWM
1692
Highland Private Wealth Management
Washington
$882K -$3.14K -9 -0.4%
DMC
1693
Drexel Morgan & Co
Pennsylvania
$881K +$279K +800 +48%
GCIG
1694
Grand Central Investment Group
Florida
$880K -$8.72K -25 -1%
BEI
1695
Benjamin Edwards Inc
Missouri
$878K -$208K -595 -19%
LF
1696
Lee Financial
Texas
$872K – – –
RPWA
1697
Regent Peak Wealth Advisors
Georgia
$868K +$70.8K +203 +9%
WB
1698
Webster Bank
Connecticut
$867K -$551K -1,579 -39%
PCAP
1699
Pratt Collard Advisory Partners
New York
$866K +$29.7K +85 +4%
CHAM
1700
Clear Harbor Asset Management
Connecticut
$866K +$69.1K +198 +9%
66 67
68
69 70