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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Aries Wealth Management
Maine
$682K – – –
PFS
1052
Prospera Financial Services
Texas
$680K -$523K -6,985 -43%
AHC
1053
Adell Harriman & Carpenter
Texas
$676K – – –
SFA
1054
Sequoia Financial Advisors
Ohio
$675K +$47.3K +632 +7%
WWM
1055
Western Wealth Management
Colorado
$674K +$682K +9,116 New
CC
1056
Chicago Capital
Illinois
$673K – – –
BHIA
1057
Birch Hill Investment Advisors
Massachusetts
$672K – – –
P
1058
Pitcairn
Pennsylvania
$669K -$128K -1,706 -16%
BWM
1059
BigSur Wealth Management
Florida
$669K – – –
SI
1060
SCP Investment
California
$667K +$673K +9,000 New
HCMNY
1061
Howard Capital Management (New York)
New York
$663K -$5.61K -75 -0.8%
NCM
1062
Northwest Capital Management
Oregon
$662K +$1.72K +23 +0.3%
BBA
1063
Braun-Bostich & Associates
Pennsylvania
$659K +$8.01K +107 +1%
TTWM
1064
TCV Trust & Wealth Management
Virginia
$658K +$374 +5 +0.1%
LBC
1065
Lowe Brockenbrough & Co
Virginia
$656K -$26.2K -350 -4%
SSW
1066
Smith Shellnut Wilson
Mississippi
$654K -$15K -200 -2%
ANB
1067
Amarillo National Bank
Texas
$653K – – –
KLC
1068
Knowledge Leaders Capital
Colorado
$652K +$658K +8,798 New
LFDLE
1069
La Financiere de L'Echiquier
France
$652K +$658K +8,800 New
CFG
1070
CMC Financial Group
Georgia
$651K +$657K +8,787 New
CPC
1071
Cookson Peirce & Co
Pennsylvania
$649K +$17.2K +230 +3%
QCM
1072
Quantinno Capital Management
New York
$648K +$654K +8,740 New
WIP
1073
Wellesley Investment Partners
Massachusetts
$645K – – –
AP
1074
Appleton Partners
Massachusetts
$639K -$47.1K -630 -7%
BSW
1075
Buckingham Strategic Wealth
Missouri
$639K +$17K +227 +3%
41 42
43
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