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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
601
Financial Architects (New Jersey)
New Jersey
$213K +$13.3K +246 +7%
CWM
602
Cedar Wealth Management
California
$213K +$208K +3,843 New
LW
603
Linscomb Wealth
Texas
$213K +$208K +3,846 New
IWM
604
IHT Wealth Management
Illinois
$211K +$39.5K +730 +24%
CL
605
Croft-Leominster
Maryland
$209K +$205K +3,786 New
LWAC
606
Laurel Wealth Advisors (California)
California
$209K +$205K +3,786 New
KPCM
607
Kings Point Capital Management
New York
$207K +$201K +3,727 New
SI
608
SII Investments
Wisconsin
$207K +$202K +3,729 New
MCM
609
Murphy Capital Management
New Jersey
$206K +$202K +3,732 New
ST
610
Smithfield Trust
Pennsylvania
$205K +$91.9K +1,701 +85%
MCM
611
MAI Capital Management
Ohio
$202K +$197K +3,644 New
FIM
612
Friedberg Investment Management
Texas
$200K -$573K -10,603 -75%
HFS
613
HL Financial Services
Kentucky
$200K -$19.6K -363 -9%
TWA
614
TCI Wealth Advisors
Arizona
$192K +$181K +3,349 +2,679%
WB
615
Webster Bank
Connecticut
$173K – – –
SPIA
616
Steward Partners Investment Advisory
New York
$169K +$150K +2,777 +974%
RFS
617
Rockefeller Financial Services
New York
$168K +$69.1K +1,279 +73%
DBT
618
Dubuque Bank & Trust
Iowa
$167K +$81.9K +1,516 +101%
BBHC
619
Brown Brothers Harriman & Co
New York
$155K – – –
SLF
620
Sun Life Financial
Ontario, Canada
$155K +$68.2K +1,261 +82%
FPS
621
Fieldpoint Private Securities
Connecticut
$150K +$147K +2,715 New
AIM
622
Anchor Investment Management
South Carolina
$148K – – –
TCM
623
Tradewinds Capital Management
Washington
$142K – – –
EAM
624
Exane Asset Management
France
$136K +$106K +1,954 +390%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$133K +$43.1K +797 +50%
23 24
25
26 27