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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1076
Aureus Asset Management
Massachusetts
$931K – – –
PWM
1077
Pines Wealth Management
North Carolina
$927K -$90.6K -708 -11%
BWM
1078
Biltmore Wealth Management
Arizona
$925K -$256K -2,000 -27%
CIA
1079
Capital Investment Advisors
Georgia
$925K -$33.3K -260 -4%
PP
1080
Postrock Partners
Oregon
$922K – – –
TCM
1081
Tradewinds Capital Management
Washington
$916K +$19.8K +155 +3%
GPWM
1082
Grant Private Wealth Management
California
$914K +$699K +5,464 New
SIC
1083
Samalin Investment Counsel
New York
$914K -$29K -227 -4%
QFW
1084
QTR Family Wealth
Florida
$912K +$210K +1,645 +43%
MBT
1085
Montecito Bank & Trust
California
$911K +$697K +5,447 New
FFG
1086
Fiduciary Financial Group
California
$905K +$3.71K +29 +0.5%
CWA
1087
Consilium Wealth Advisory
Texas
$899K – – –
3IP
1088
3Chopt Investment Partners
Virginia
$891K -$11.6K -91 -2%
FAM
1089
Formidable Asset Management
Ohio
$891K +$152K +1,185 +20%
RMP
1090
Richards, Merrill & Peterson
Washington
$887K +$140K +1,093 +26%
LIM
1091
Letson Investment Management
Georgia
$887K – – –
JTWM
1092
Jackson Thornton Wealth Management
Alabama
$885K +$576K +4,501 New
SFI
1093
SPC Financial Inc
Maryland
$885K +$40.9K +320 +6%
PP
1094
PDS Planning
Ohio
$881K +$17.4K +136 +3%
LAM
1095
L2 Asset Management
Massachusetts
$879K +$33.5K +262 +5%
SAG
1096
SageView Advisory Group
California
$877K +$8.06K +63 +1%
SWA
1097
Stratos Wealth Advisors
Ohio
$874K -$97K -758 -13%
MGWM
1098
Marks Group Wealth Management
Minnesota
$869K – – –
LJAC
1099
L.J. Altfest & Co
New York
$867K -$948K -7,410 -59%
CAGAS
1100
Capital Advisory Group Advisory Services
Minnesota
$867K +$42.1K +329 +7%
42 43
44
45 46