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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1001
HM Payson & Co
Maine
$316K +$140K +1,350 +89%
MTC
1002
McDaniel Terry & Co
Texas
$315K – – –
AG
1003
AIA Group
Hong Kong
$315K +$284K +2,735 New
LFAS
1004
Level Four Advisory Services
Texas
$314K -$36.9K -355 -11%
AWG
1005
Altus Wealth Group
Colorado
$314K +$296K +2,845 New
HBT
1006
Heartland Bank & Trust
Illinois
$314K +$297K +2,855 New
9WM
1007
9258 Wealth Management
Ohio
$313K +$520 +5 +0.2%
CCT
1008
Country Club Trust
Missouri
$311K +$295K +2,840 New
WF
1009
Welch & Forbes
Massachusetts
$310K +$293K +2,820 New
FPFS
1010
First Personal Financial Services
North Carolina
$308K -$46.8K -450 -14%
MG
1011
Mather Group
Illinois
$307K +$15.1K +145 +5%
SIM
1012
SSI Investment Management
California
$303K -$119K -1,145 -29%
BWM
1013
Bulltick Wealth Management
Florida
$303K +$286K +2,750 New
CWP
1014
CFM Wealth Partners
Texas
$302K -$4.16K -40 -1%
SSCA
1015
South Shore Capital Advisors
Massachusetts
$301K +$285K +2,740 New
FI
1016
Fosun International
China
$300K – – –
CRC
1017
Curi RMB Capital
Illinois
$299K – – –
CIM
1018
Contravisory Investment Management
Massachusetts
$299K +$283K +2,720 New
HWA
1019
HCR Wealth Advisors
California
$298K – – –
MWA
1020
Meridian Wealth Advisors
Texas
$297K -$5.2K -50 -2%
CAAS
1021
Capital Asset Advisory Services
Michigan
$293K +$13.5K +130 +5%
UR
1022
USCA RIA
Texas
$291K +$275K +2,640 New
MFG
1023
Magnus Financial Group
New York
$290K -$157K -1,510 -36%
RFO
1024
RiverGlades Family Offices
Florida
$289K – – –
SICM
1025
Sustainable Insight Capital Management
New York
$289K +$273K +2,625 New
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