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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Centric Wealth Management
Illinois
$569K +$583K +43,560 New
HHGA
1677
Halbert Hargrove Global Advisors
California
$568K -$6.96K -520 -1%
WI
1678
WrapManager Inc
California
$568K +$4.82K +360 +0.8%
CWM
1679
Chronos Wealth Management
Florida
$567K +$581K +43,400 New
NB
1680
NBT Bank
New York
$566K -$21.4K -1,600 -4%
VAM
1681
Verity Asset Management
North Carolina
$564K +$68.5K +5,120 +13%
GPGA
1682
Grandeur Peak Global Advisors
Utah
$561K -$53.6K -4,000 -9%
SWA
1683
Stratos Wealth Advisors
Ohio
$560K +$299K +22,320 +109%
CC
1684
Cannell & Co
New York
$558K – – –
CWM
1685
Cahaba Wealth Management
Georgia
$558K +$12.9K +960 +2%
PO
1686
Private Ocean
California
$557K +$30K +2,240 +6%
AF
1687
Allworth Financial
California
$553K +$73.4K +5,480 +15%
SIA
1688
SkyView Investment Advisors
New Jersey
$551K +$566K +42,240 New
MWPCG
1689
Measured Wealth Private Client Group
New Hampshire
$548K – – –
NED
1690
Nancy E. Dempze
$548K – – –
SC
1691
Scholtz & Company
Connecticut
$548K +$83.5K +6,240 +17%
PL
1692
Parthenon LLC
Kentucky
$546K +$560K +41,800 New
PP
1693
Patron Partners
Texas
$542K +$555K +41,480 New
CL
1694
Choreo LLC
Illinois
$539K +$6.43K +480 +1%
NAMP
1695
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$539K +$15K +1,120 +3%
EW
1696
Evoke Wealth
California
$538K -$3.75K -280 -0.7%
IF
1697
IRON Financial
Illinois
$536K -$149K -11,120 -21%
FCA
1698
FLC Capital Advisors
California
$536K – – –
NB
1699
Nicolet Bankshares
Wisconsin
$536K – – –
LWP
1700
Legacy Wealth Planning
Nevada
$536K +$53.6K +4,000 +11%
66 67
68
69 70