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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
1751
Phraction Management
Connecticut
$16.4M +$20.5K +62 +0.1%
RSS
1752
Rosenblum Silverman Sutton
California
$16.3M -$207K -627 -1%
BCM
1753
Bourgeon Capital Management
Connecticut
$16.3M -$344K -1,041 -2%
MWA
1754
Meridian Wealth Advisors
Texas
$16.3M +$85.6K +259 +0.5%
RP
1755
Rowlandmiller & Partners
Georgia
$16.3M +$895K +2,709 +6%
WF
1756
Wayfinding Financial
Washington
$16.3M -$281K -850 -2%
VAS
1757
Valicenti Advisory Services
New York
$16.2M +$347K +1,051 +2%
HW
1758
Hamilton Wealth
California
$16.2M +$273K +825 +2%
RA
1759
RFG Advisory
Alabama
$16.2M +$3.48M +10,540 +26%
APSI
1760
Asset Planning Services Inc
Louisiana
$16.1M -$92.5K -280 -0.5%
AIM
1761
ARK Investment Management
Florida
$16.1M -$2.65M -8,005 -14%
CWS
1762
Confluence Wealth Services
Pennsylvania
$16.1M +$343K +1,037 +2%
BWAM
1763
Boyd Watterson Asset Management
Ohio
$16.1M +$160K +485 +1%
CFGS
1764
Concourse Financial Group Securities
Alabama
$16M +$199K +601 +1%
CS
1765
Comerica Securities
Michigan
$16M -$3M -9,091 -15%
HFM
1766
Hartford Financial Management
Connecticut
$16M -$34K -103 -0.2%
PAIM
1767
Punch & Associates Investment Management
Minnesota
$16M -$57.8K -175 -0.3%
CT
1768
Colonial Trust
South Carolina
$16M -$842K -2,548 -5%
HWA
1769
HCR Wealth Advisors
California
$15.9M -$475K -1,437 -3%
BB
1770
Berkshire Bank
Massachusetts
$15.9M -$34K -103 -0.2%
DFG
1771
Delta Financial Group
New Jersey
$15.9M +$16.6M +50,296 New
WP
1772
WealthSource Partners
California
$15.8M -$725K -2,195 -4%
CAM
1773
Cypress Asset Management
Texas
$15.8M +$2M +6,062 +14%
TPWA
1774
TRUE Private Wealth Advisors
Oregon
$15.8M +$197K +597 +1%
ACS
1775
Archford Capital Strategies
Illinois
$15.8M +$243K +734 +1%
69 70
71
72 73