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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1901
Rockbridge Investment Management
New York
$527K +$31.6K +95 +7%
FCA
1902
FinTrust Capital Advisors
South Carolina
$526K -$59.9K -180 -11%
ME
1903
McIlrath & Eck
Washington
$524K -$23.6K -71 -5%
SVCP
1904
Silicon Valley Capital Partners
California
$524K -$20K -60 -4%
EWM
1905
Empirical Wealth Management
Washington
$524K +$3.66K +11 +0.8%
AWM
1906
Alterna Wealth Management
Texas
$524K +$96.5K +290 +25%
WFMPM
1907
Woodley Farra Manion Portfolio Management
Indiana
$521K +$176K +528 +57%
IC
1908
Intersect Capital
California
$518K +$93.1K +280 +24%
ICP
1909
Interchange Capital Partners
Pennsylvania
$516K +$482K +1,448 New
OFS
1910
Oldfather Financial Services
Nebraska
$515K -$66.5K -200 -12%
BFO
1911
Boston Family Office
Massachusetts
$515K – – –
SNBOSCI
1912
Security National Bank of Sioux City Iowa
Iowa
$511K -$66.5K -200 -12%
BWM
1913
BerganKDV Wealth Management
Minnesota
$508K +$4.99K +15 +1%
UIA
1914
UBP Investment Advisors
Switzerland
$507K +$472K +1,420 New
HAS
1915
HBW Advisory Services
California
$505K -$27.3K -82 -5%
1WA
1916
180 Wealth Advisors
Washington
$505K -$7.32K -22 -1%
CPSAC
1917
Chas P. Smith & Associates (CPS)
Florida
$505K +$28.3K +85 +6%
NSB
1918
Norway Savings Bank
Maine
$505K +$88.2K +265 +23%
SFWA
1919
Summit Financial Wealth Advisors
Louisiana
$504K +$32.9K +99 +7%
T
1920
TRUADVICE
Florida
$504K +$111K +333 +26%
CPW
1921
Catalyst Private Wealth
California
$503K – – –
CCC
1922
Chelsea Counsel Company
California
$502K -$10.3K -31 -2%
CWC
1923
Carolinas Wealth Consulting
North Carolina
$502K +$4.66K +14 +1%
HFS
1924
Howard Financial Services
Texas
$501K +$467K +1,404 New
VCM
1925
Vivaldi Capital Management
Illinois
$500K +$68.5K +206 +17%
75 76
77
78 79