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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1476
Legacy Wealth Management (Mississippi)
Mississippi
$442K -$105K -13,000 -22%
CSIC
1477
Clifford Swan Investment Counsel
California
$441K +$10.4K +1,280 +3%
CAC
1478
Certified Advisory Corp
Florida
$439K +$33K +4,080 +10%
BW
1479
Bison Wealth
Georgia
$436K +$37.5K +4,640 +11%
NIT
1480
NumerixS Investment Technologies
British Columbia, Canada
$434K +$370K +45,680 New
PAI
1481
Pittenger & Anderson Inc
Nebraska
$433K +$89K +11,000 +32%
OWA
1482
Outlook Wealth Advisors
Texas
$431K -$12.6K -1,560 -3%
ARMT
1483
Amica Retiree Medical Trust
Rhode Island
$430K – – –
MMPW
1484
Mitchell McLeod Pugh & Williams
Alabama
$429K +$9.71K +1,200 +3%
HHGA
1485
Halbert Hargrove Global Advisors
California
$428K -$49.8K -6,160 -12%
CHC
1486
City Holding Co
West Virginia
$427K -$210K -26,000 -37%
LJAC
1487
L.J. Altfest & Co
New York
$426K -$302K -37,360 -45%
MPCG
1488
Matrix Private Capital Group
New York
$425K -$29.5K -3,640 -8%
FNBTCON
1489
First National Bank & Trust Co of Newtown
Pennsylvania
$425K +$6.47K +800 +2%
PL
1490
Plancorp LLC
Missouri
$425K +$37.2K +4,600 +11%
PRWA
1491
Platte River Wealth Advisors
Colorado
$425K +$350K +43,200 New
ECM
1492
ExodusPoint Capital Management
New York
$423K -$5.9M -729,600 -94%
MLFP
1493
MPS Loria Financial Planners
Illinois
$423K +$324 +40 +0.1%
RI
1494
Ridgewood Investments
New Jersey
$422K – – –
LDB
1495
Lee, Danner & Bass
Tennessee
$422K +$360K +44,440 New
VSWA
1496
Vontobel Swiss Wealth Advisors
Switzerland
$420K -$101K -12,480 -22%
RWB
1497
RMR Wealth Builders
New Jersey
$419K +$357K +44,160 New
FVWA
1498
Foster Victor Wealth Advisors
South Carolina
$418K -$196K -24,200 -35%
AA
1499
Apriem Advisors
California
$418K -$85.8K -10,600 -19%
CWM
1500
Circle Wealth Management
New Jersey
$416K +$354K +43,800 New
58 59
60
61 62