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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Security Asset Management
New York
$582K – – –
HFM
1252
Harvest Fund Management
China
$576K +$167K +1,791 +35%
AFG
1253
Albion Financial Group
Utah
$573K +$5.12K +55 +0.8%
SAM
1254
Sompo Asset Management
Japan
$571K +$642K +6,900 New
HIIFS
1255
Harel Insurance Investments & Financial Services
Israel
$568K -$188K -2,023 -23%
EWM
1256
Executive Wealth Management
Michigan
$565K -$792K -8,512 -55%
BWL
1257
Bogart Wealth LLC
Virginia
$565K +$167K +1,792 +36%
ISWM
1258
Independent Solutions Wealth Management
New York
$564K +$81.4K +875 +15%
NG
1259
NWK Group
California
$558K +$45.8K +492 +8%
NAMP
1260
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$556K -$54.7K -588 -8%
ESB
1261
Essex Savings Bank
Connecticut
$556K – – –
HCM
1262
Howland Capital Management
Massachusetts
$555K – – –
PFSC
1263
Peoples Financial Services Corp
Pennsylvania
$555K +$147K +1,575 +31%
GWMIA
1264
Global Wealth Management Investment Advisory
Florida
$552K -$42.1K -453 -6%
WWM
1265
Windsor Wealth Management
Indiana
$551K +$106K +1,139 +21%
AMCA
1266
Arthur M. Cohen & Associates
Illinois
$548K -$70.7K -760 -10%
IC
1267
Intersect Capital
California
$548K +$57.4K +617 +10%
WKWM
1268
Walter & Keenan Wealth Management
Indiana
$548K +$111K +1,195 +21%
PAS
1269
Partnervest Advisory Services
California
$542K -$26.6K -286 -4%
LOAMS
1270
Lombard Odier Asset Management (Switzerland)
Switzerland
$542K – – –
LWM
1271
Laidlaw Wealth Management
New York
$542K +$45.8K +492 +8%
MOS
1272
MGO One Seven
Ohio
$542K +$209K +2,250 +52%
KPCM
1273
Kings Point Capital Management
New York
$541K +$37.2K +400 +7%
SC
1274
Savant Capital
Illinois
$540K +$33.9K +364 +6%
NAS
1275
Nicolet Advisory Services
Wisconsin
$540K +$281K +3,023 +86%
49 50
51
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