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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1426
Lourd Capital
California
$952K +$30.3K +204 +3%
SXL
1427
Summit X LLC
Missouri
$949K +$927K +6,233 New
WP
1428
WMS Partners
Maryland
$940K -$71.4K -480 -7%
APP
1429
Avantax Planning Partners
Iowa
$940K +$240K +1,614 +35%
QCG
1430
Quadrant Capital Group
Ohio
$938K +$17.7K +119 +2%
WSFS
1431
Wilmington Savings Fund Society
Delaware
$936K -$14.7K -99 -2%
CFMC
1432
Curbstone Financial Management Corp
New Hampshire
$926K -$29.7K -200 -3%
CCM
1433
Canal Capital Management
Virginia
$925K +$108K +727 +13%
CWM
1434
Circle Wealth Management
New Jersey
$922K +$123K +826 +16%
CA
1435
Cambridge Advisors
Nebraska
$917K +$108K +725 +14%
SFG
1436
SevenBridge Financial Group
Pennsylvania
$895K +$7.14K +48 +0.8%
TFA
1437
Toth Financial Advisory
Virginia
$891K +$25.6K +172 +3%
DAS
1438
Dynamic Advisor Solutions
Arizona
$890K -$5.65K -38 -0.6%
LP
1439
LGL Partners
Pennsylvania
$884K +$201K +1,351 +30%
BCI
1440
Brinker Capital Investments
Pennsylvania
$882K +$839K +5,643 +2,822%
RG
1441
Rikoon Group
New Mexico
$877K – – –
NAP
1442
New Amsterdam Partners
New York
$877K +$5.8K +39 +0.7%
RIA
1443
Regal Investment Advisors
Michigan
$876K +$2.68K +18 +0.3%
SBSB
1444
Sullivan, Bruyette, Speros & Blaney
Virginia
$872K +$41.8K +281 +5%
PSC
1445
Prentiss Smith & Co
Vermont
$870K +$44.6K +300 +5%
TAM
1446
Taurus Asset Management
New York
$868K – – –
DWM
1447
Dorchester Wealth Management
Quebec, Canada
$855K – – –
NBC
1448
Neuberger Berman Canada
Ontario, Canada
$850K -$148K -994 -15%
PFS
1449
Physicians Financial Services
North Carolina
$843K -$37.2K -250 -4%
ATC
1450
Adirondack Trust Company
New York
$842K -$256K -1,725 -24%
56 57
58
59 60