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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1801
Cambridge Trust
Massachusetts
$613K +$13.9K +42 +2%
TCB
1802
Texas Capital Bancshares
Texas
$612K – – –
DEM
1803
Disciplined Equity Management
Florida
$612K +$119K +358 +20%
FWM
1804
FFT Wealth Management
Pennsylvania
$611K +$474K +1,429 +198%
FFS
1805
Founders Financial Securities
Maryland
$609K +$17.2K +52 +2%
CBFP
1806
Cedar Brook Financial Partners
Ohio
$609K -$23.9K -72 -3%
LAS
1807
LWM Advisory Services
Florida
$608K +$52.4K +158 +9%
LA
1808
Latitude Advisors
Florida
$607K -$15.6K -47 -2%
JAG
1809
Journey Advisory Group
Kentucky
$607K -$4.97K -15 -0.7%
BIM
1810
Baldwin Investment Management
Pennsylvania
$607K +$8.29K +25 +1%
HIC
1811
Hartline Investment Corp
Illinois
$607K +$708K +2,135 New
IP
1812
Investment Partners
Ohio
$607K +$708K +2,135 New
HFS
1813
Howard Financial Services
Texas
$606K +$663 +2 +0.1%
LF
1814
LifeSteps Financial
California
$605K +$9.61K +29 +1%
AIS
1815
American Investment Services
Massachusetts
$604K +$994 +3 +0.1%
PIA
1816
Perennial Investment Advisors
California
$603K -$328K -989 -32%
TF
1817
Trek Financial
Arizona
$603K -$77.2K -233 -10%
MGWM
1818
Marks Group Wealth Management
Minnesota
$601K – – –
AB
1819
Atlas Brown
Kentucky
$598K – – –
FMN
1820
Financial Management Network
California
$598K – – –
WKWM
1821
Walter & Keenan Wealth Management
Indiana
$597K +$8.62K +26 +1%
HHGA
1822
Halbert Hargrove Global Advisors
California
$593K -$13.6K -41 -2%
JSW
1823
Journey Strategic Wealth
New Jersey
$593K +$692K +2,086 New
SRC
1824
Shufro Rose & Co
New York
$592K +$1.33K +4 +0.2%
CWM
1825
Cahill Wealth Management
Michigan
$586K – – –
71 72
73
74 75