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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1001
Parcion Private Wealth
Washington
$799K – – –
CAM
1002
Crestone Asset Management
Colorado
$797K -$4.98K -100 -0.6%
SVWAG
1003
Sound View Wealth Advisors Group
Georgia
$796K +$5.97K +120 +0.8%
HWA
1004
Heritage Wealth Advisors
Virginia
$796K – – –
NFG
1005
Nadler Financial Group
Illinois
$795K +$206K +4,130 +35%
FDCC
1006
Foster Dykema Cabot & Co
Massachusetts
$794K -$36.8K -740 -4%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$793K -$12.4K -250 -2%
PTC
1008
Private Trust Company
Ohio
$792K +$14.4K +290 +2%
SFG
1009
SNS Financial Group
Minnesota
$790K – – –
MMPW
1010
Mitchell McLeod Pugh & Williams
Alabama
$779K +$24.9K +500 +3%
DCM
1011
Donaldson Capital Management
Indiana
$778K +$434K +8,710 +127%
MIC
1012
Means Investment Company
Maine
$776K +$47.8K +960 +7%
CCT
1013
Country Club Trust
Missouri
$774K +$34.3K +690 +5%
SLWS
1014
Swaine & Leidel Wealth Services
Florida
$770K -$74.7K -1,500 -9%
RWA
1015
Ropes Wealth Advisors
Massachusetts
$760K -$11.9K -240 -2%
HTC
1016
Haverford Trust Company
Pennsylvania
$758K -$7.47K -150 -1%
SSB
1017
Sandy Spring Bank
Maryland
$758K +$2.99K +60 +0.4%
MSR
1018
Main Street Research
Connecticut
$757K +$71.7K +1,440 +11%
RIG
1019
Roosevelt Investment Group
New York
$755K -$373K -7,500 -33%
FA
1020
Fagan Associates
New York
$753K +$34.8K +700 +5%
AWA
1021
Arete Wealth Advisors
Illinois
$751K -$23.4K -470 -3%
CAM
1022
Contour Asset Management
New York
$750K -$79.2M -1,591,990 -99%
DBRC
1023
D.B. Root & Company
Pennsylvania
$746K -$12.4K -250 -2%
KCM
1024
Karp Capital Management
California
$744K +$740K +14,870 New
GCC
1025
Guardian Capital (Canada)
Ontario, Canada
$738K +$136K +2,740 +23%
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