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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1701
Newbridge Financial Services Group
Florida
$662K +$637K +1,959 New
AWS
1702
AJ Wealth Strategies
New York
$661K +$406K +1,250 +177%
PMA
1703
Prudent Man Advisors
Illinois
$660K +$21.1K +65 +3%
CT
1704
Cambridge Trust
Massachusetts
$659K -$29.9K -92 -5%
AL
1705
Arnhold LLC
New York
$658K – – –
RIM
1706
Redwood Investment Management
Arizona
$657K -$59.2K -182 -9%
EHWM
1707
Eads & Heald Wealth Management
Georgia
$656K +$15.6K +48 +3%
FHC
1708
First Heartland Consultants
Missouri
$655K -$4.55K -14 -0.7%
AWCI
1709
Alpine Woods Capital Investors
New York
$654K +$144K +442 +30%
CFG
1710
Cooper Financial Group
California
$649K -$9.1K -28 -1%
BB
1711
Bell Bank
North Dakota
$648K – – –
CANY
1712
Caxton Associates (New York)
New York
$647K +$622K +1,912 New
SGI
1713
Summit Global Investments
Utah
$646K -$453K -1,392 -42%
FWM
1714
FFT Wealth Management
Pennsylvania
$643K +$618K +1,900 New
CFA
1715
Carroll Financial Associates
North Carolina
$636K +$38K +117 +7%
CWA
1716
Clarity Wealth Advisors
California
$634K -$16.3K -50 -3%
HCM
1717
Horiko Capital Management
New York
$632K – – –
WP
1718
WealthShield Partners
North Carolina
$627K -$6.5K -20 -1%
BRC
1719
Bell Rock Capital
Delaware
$626K +$20.8K +64 +4%
PWA
1720
Providence Wealth Advisors
Illinois
$626K +$602K +1,850 New
RMC
1721
Resources Management Corp
Connecticut
$625K – – –
LIM
1722
Lagoda Investment Management
New York
$625K +$174K +534 +41%
OPA
1723
Old Port Advisors
Maine
$624K -$14K -43 -2%
KMWM
1724
Keudell/Morrison Wealth Management
Oregon
$620K -$41.3K -127 -6%
SAM
1725
SignalPoint Asset Management
Missouri
$619K -$3.9K -12 -0.7%
67 68
69
70 71