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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
951
Adell Harriman & Carpenter
Texas
$659K -$47.2K -715 -7%
B
952
Bailard
California
$658K – – –
APP
953
Avantax Planning Partners
Iowa
$655K +$131K +1,987 +25%
HA
954
Harfst & Associates
Wyoming
$652K +$22.6K +342 +4%
AA
955
ALPS Advisors
Colorado
$647K -$79K -1,197 -11%
FWP
956
FAS Wealth Partners
Kansas
$642K +$1.45K +22 +0.2%
DCM
957
Dupont Capital Management
Delaware
$639K – – –
DBRC
958
D.B. Root & Company
Pennsylvania
$639K +$31.5K +477 +5%
CFA
959
Carroll Financial Associates
North Carolina
$627K +$9.9K +150 +2%
TWI
960
Thomas White International
Illinois
$626K -$144K -2,175 -19%
LBC
961
Lowe Brockenbrough & Co
Virginia
$626K -$40.9K -620 -6%
BDF
962
Balasa Dinverno & Foltz
$619K +$39.3K +595 +7%
IUHSA
963
Itau Unibanco Holding S.A.
Brazil
$617K +$426K +6,454 +228%
AWM
964
Aries Wealth Management
Maine
$616K +$68.8K +1,043 +13%
AP
965
Appleton Partners
Massachusetts
$615K -$21.6K -328 -3%
CG
966
Colony Group
Massachusetts
$613K -$382K -5,795 -39%
BOS
967
Bank of Stockton
California
$609K -$22.1K -335 -4%
PAM
968
Private Asset Management
California
$609K +$3.37K +51 +0.6%
CPIG
969
Chicago Partners Investment Group
Illinois
$605K -$2.31K -35 -0.4%
BWP
970
Baldwin Wealth Partners
Massachusetts
$604K -$55.1K -835 -8%
TTWM
971
TCV Trust & Wealth Management
Virginia
$604K +$25.6K +388 +4%
HCMNY
972
Howard Capital Management (New York)
New York
$600K – – –
SSW
973
Smith Shellnut Wilson
Mississippi
$599K -$286K -4,332 -32%
BMM
974
Buffington Mohr McNeal
Idaho
$599K +$73.9K +1,120 +14%
MWM
975
Meridian Wealth Management
Kentucky
$598K -$217K -3,281 -27%
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