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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
1176
Credential Qtrade Securities
$158K +$83.8K +21,600 +159%
TCOV
1177
Trust Company of Vermont
Vermont
$155K -$65.4K -16,840 -33%
EWA
1178
Evolution Wealth Advisors
Florida
$154K -$14.4K -3,720 -10%
LWA
1179
Lenox Wealth Advisors
New York
$145K – – –
PO
1180
Private Ocean
California
$145K – – –
GC
1181
Grace Capital
Massachusetts
$144K +$46.6K +12,000 +60%
RP
1182
Rowlandmiller & Partners
Georgia
$144K – – –
FWM
1183
Focused Wealth Management
New York
$143K – – –
SIAS
1184
Shine Investment Advisory Services
Colorado
$141K -$1.4K -360 -1%
GWS
1185
Glassman Wealth Services
Virginia
$141K +$3.73K +960 +3%
SIM
1186
Sonora Investment Management
Arizona
$140K -$23.3K -6,000 -16%
AF
1187
Allworth Financial
California
$139K +$10.7K +2,760 +10%
BWM
1188
Baystate Wealth Management
Massachusetts
$134K +$23K +5,920 +27%
PGWM
1189
Parisi Gray Wealth Management
New Jersey
$130K -$12K -3,080 -10%
SWA
1190
Sutton Wealth Advisors
Florida
$128K -$43.5K -11,200 -28%
LWM
1191
Lenox Wealth Management
Ohio
$126K -$25.6K -6,600 -19%
PCC
1192
Park Circle Company
Maryland
$126K – – –
KL
1193
KWMG LLC
Kansas
$126K +$37.3K +9,600 +52%
GRP
1194
Global Retirement Partners
California
$120K +$56.2K +14,480 +119%
CAM
1195
ClariVest Asset Management
California
$117K -$117K -30,040 -54%
CHC
1196
City Holding Co
West Virginia
$117K – – –
THWM
1197
Taylor Hoffman Wealth Management
Virginia
$114K -$306K -78,920 -76%
PFO
1198
Pathstone Family Office
New Jersey
$112K -$176K -45,480 -64%
CWA
1199
Clarus Wealth Advisors
Arizona
$111K +$2.33K +600 +2%
WPA
1200
West Paces Advisors
Georgia
$109K – – –
46 47
48
49 50