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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1401
Curi RMB Capital
Illinois
$855K -$19.6K -148 -2%
WA
1402
Wealth Alliance
New York
$853K +$42.3K +319 +6%
W
1403
WealthStone
Ohio
$851K +$26.8K +202 +3%
PWPS
1404
Pinnacle Wealth Planning Services
Ohio
$850K -$20K -151 -2%
FMLI
1405
Fukoku Mutual Life Insurance
Japan
$849K – – –
FSCP
1406
Franklin Street Capital Partners
New York
$849K +$331K +2,500 +71%
EP
1407
Eudaimonia Partners
Tennessee
$839K +$5.3K +40 +0.7%
WKWM
1408
Walter & Keenan Wealth Management
Indiana
$838K – – –
FCFC
1409
First Commonwealth Financial Corp
Pennsylvania
$835K -$175K -1,321 -18%
ZB
1410
Zions Bancorporation
Utah
$835K -$148K -1,115 -16%
HPWM
1411
Highland Private Wealth Management
Washington
$832K +$36K +272 +5%
PHS
1412
Pekin Hardy Strauss
Illinois
$831K +$26.5K +200 +4%
RSWM
1413
Robertson Stephens Wealth Management
California
$826K -$177K -1,336 -19%
DLA
1414
Douglas Lane & Associates
New York
$826K -$40.3K -304 -5%
MIA
1415
MainStreet Investment Advisors
Illinois
$822K +$17.9K +135 +2%
SCA
1416
Snowden Capital Advisors
New York
$821K +$38.6K +291 +5%
SCM
1417
SOL Capital Management
Maryland
$819K +$27.8K +210 +4%
C
1418
Certuity
Florida
$819K +$143K +1,077 +23%
TFA
1419
TPG Financial Advisors
Oregon
$817K – – –
NP
1420
NorthRock Partners
Minnesota
$812K -$23.1K -174 -3%
LFA
1421
Legacy Financial Advisors
Kentucky
$810K +$17K +128 +2%
FMN
1422
Financial Management Network
California
$808K +$750K +5,657 New
ACP
1423
Aveo Capital Partners
Colorado
$805K -$64.3K -485 -8%
JWCA
1424
J.W. Cole Advisors
Florida
$803K -$1.26M -9,521 -63%
ARMT
1425
Amica Retiree Medical Trust
Rhode Island
$803K – – –
55 56
57
58 59