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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1626
Elite Wealth Management
Washington
$493K – – –
GA
1627
Geller Advisors
New York
$492K +$320K +2,302 +166%
FFS
1628
Founders Financial Securities
Maryland
$492K +$515K +3,704 New
CCA
1629
Childress Capital Advisors
Texas
$489K +$186K +1,338 +57%
GHA
1630
GW Henssler & Associates
Georgia
$487K -$5.84K -42 -1%
W
1631
Wealthquest
Ohio
$487K +$834 +6 +0.2%
CB
1632
CNB Bank
Pennsylvania
$485K -$2.5K -18 -0.5%
FIM
1633
Freedom Investment Management
Connecticut
$485K +$32.3K +232 +7%
LAM
1634
LifePro Asset Management
California
$484K -$178K -1,283 -26%
MWM
1635
Modera Wealth Management
New Jersey
$484K -$115K -824 -18%
RCA
1636
Resonant Capital Advisors
Wisconsin
$482K -$25.3K -182 -5%
JFA
1637
JNBA Financial Advisors
Minnesota
$481K +$120K +860 +31%
GIA
1638
Gladstone Institutional Advisory
Florida
$478K +$150K +1,079 +43%
MC
1639
Miramar Capital
Illinois
$477K -$26K -187 -5%
AP
1640
Appleton Partners
Massachusetts
$477K +$10.7K +77 +2%
AIP
1641
Almanack Investment Partners
Pennsylvania
$477K +$32.9K +237 +7%
VAM
1642
Verity Asset Management
North Carolina
$477K +$61K +439 +14%
CA
1643
Commerzbank Aktiengesellschaft
Germany
$475K -$250K -1,800 -33%
OWM
1644
Opes Wealth Management
California
$474K +$16K +115 +3%
BFIM
1645
Beese Fulmer Investment Management
Ohio
$472K +$200K +1,436 +68%
LNWTC
1646
Laird Norton Wetherby Trust Company
Washington
$471K – – –
SW
1647
StrongBox Wealth
Missouri
$466K +$245K +1,763 +101%
FSCP
1648
Franklin Street Capital Partners
New York
$465K -$348K -2,500 -42%
WKWM
1649
Walter & Keenan Wealth Management
Indiana
$465K -$337K -2,425 -41%
UM
1650
Ulysses Management
New York
$465K -$69.5K -500 -13%
64 65
66
67 68