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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2101
FFT Wealth Management
Pennsylvania
$976K – – –
GBWM
2102
Granite Bay Wealth Management
New Hampshire
$976K +$947K +1,900 New
VCM
2103
Violich Capital Management
California
$976K -$4.13M -8,288 -81%
TNA
2104
True North Advisors
Texas
$975K -$6.98K -14 -0.7%
LCC
2105
Lincoln Capital Corp
Rhode Island
$974K -$3.49K -7 -0.4%
AFM
2106
Armstrong Fleming & Moore
District of Columbia
$974K – – –
AIM
2107
Acropolis Investment Management
Missouri
$973K – – –
RCA
2108
Runnymede Capital Advisors
Ohio
$966K -$31.4K -63 -3%
NCM
2109
New Capital Management
Texas
$963K +$9.97K +20 +1%
GAM
2110
Griffin Asset Management
New York
$963K -$46.4K -93 -5%
SSCA
2111
South Shore Capital Advisors
Massachusetts
$962K – – –
HWM
2112
Howard Wealth Management
Connecticut
$961K -$997 -2 -0.1%
UCB
2113
United Community Bank
South Carolina
$959K -$11.5K -23 -1%
GWM
2114
Glass Wealth Management
Texas
$959K +$95.7K +192 +11%
RCM
2115
Radnor Capital Management
Pennsylvania
$956K -$17.5K -35 -2%
CWA
2116
CM Wealth Advisors
Ohio
$956K +$102K +205 +12%
DA
2117
Detalus Advisors
Missouri
$954K -$250K -501 -21%
TIA
2118
Traphagen Investment Advisors
New Jersey
$954K -$13.5K -27 -1%
CC
2119
Cadinha & Co
Hawaii
$946K +$30.9K +62 +3%
BB
2120
Berkshire Bank
Massachusetts
$946K -$997 -2 -0.1%
MW
2121
MBL Wealth
North Carolina
$945K -$85.8K -172 -9%
PBK
2122
Peoples Bank (Kansas)
Kansas
$943K – – –
SWP
2123
Strategic Wealth Partners
Ohio
$943K +$13.5K +27 +1%
AAS
2124
Annex Advisory Services
Wisconsin
$943K -$9.47K -19 -1%
SC
2125
Saiph Capital
New Jersey
$943K +$186K +374 +26%
83 84
85
86 87