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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1776
Physician Wealth Advisors
Utah
$703K +$22K +66 +3%
CWG
1777
Cornerstone Wealth Group
North Carolina
$701K -$27.6K -83 -4%
FMN
1778
Financial Management Network
California
$699K +$695K +2,088 New
RHAM
1779
Round Hill Asset Management
California
$698K – – –
AL
1780
Arnhold LLC
New York
$695K – – –
FNBOH
1781
First National Bank of Hutchinson
Kansas
$695K +$278K +835 +61%
AB
1782
Atlas Brown
Kentucky
$692K -$16.6K -50 -3%
PMA
1783
Prudent Man Advisors
Illinois
$687K -$9.31K -28 -1%
PWA
1784
Providence Wealth Advisors
Illinois
$686K +$26.6K +80 +4%
CCMG
1785
Clark Capital Management Group
Pennsylvania
$685K -$74.2K -223 -10%
GIP
1786
Greatmark Investment Partners
Georgia
$679K +$108K +325 +21%
NCG
1787
Newport Capital Group
New Jersey
$678K +$632K +1,900 New
BCA
1788
Bay Colony Advisors
Massachusetts
$668K +$17K +51 +3%
CWA
1789
Clarity Wealth Advisors
California
$667K -$2K -6 -0.3%
HCM
1790
Horiko Capital Management
New York
$667K – – –
GDP
1791
Great Diamond Partners
Maine
$667K +$34.9K +105 +6%
HHGA
1792
Halbert Hargrove Global Advisors
California
$666K +$15.6K +47 +3%
OPA
1793
Old Port Advisors
Maine
$662K +$12.6K +38 +2%
PP
1794
Paloma Partners
Connecticut
$660K -$630K -1,893 -51%
BB
1795
Bell Bank
North Dakota
$658K -$23.6K -71 -4%
CPO
1796
Cerity Partners OCIO
New York
$658K +$23.6K +71 +4%
SWA
1797
Sutton Wealth Advisors
Florida
$658K +$6.99K +21 +1%
FHC
1798
First Heartland Consultants
Missouri
$657K -$32.9K -99 -5%
RMC
1799
Resources Management Corp
Connecticut
$653K -$6.32K -19 -1%
VBCG
1800
Valley Brook Capital Group
Pennsylvania
$653K +$609K +1,830 New
70 71
72
73 74