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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
651
Financial Architects (New Jersey)
New Jersey
$167K -$29.3K -511 -15%
FPS
652
Fieldpoint Private Securities
Connecticut
$167K +$71.2K +1,241 +73%
BBHC
653
Brown Brothers Harriman & Co
New York
$159K -$2.35K -41 -1%
CWM
654
Cedar Wealth Management
California
$157K -$62K -1,080 -28%
DWM
655
Destination Wealth Management
California
$156K +$157K +2,739 New
ECM
656
EII Capital Management
New York
$153K +$155K +2,693 New
MCWS
657
McKinley Carter Wealth Services
West Virginia
$148K +$150K +2,606 New
ACS
658
Archford Capital Strategies
Illinois
$148K +$159K +2,766 New
TCM
659
Tradewinds Capital Management
Washington
$146K -$11.3K -197 -7%
MGIA
660
Moneta Group Investment Advisors
Missouri
$145K – – –
AIM
661
Anchor Investment Management
South Carolina
$141K – – –
SP
662
SWS Partners
Ohio
$138K +$141K +2,451 New
FWM
663
Focused Wealth Management
New York
$129K – – –
PCG
664
Private Capital Group
Connecticut
$126K -$8.67K -151 -6%
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$119K -$3.62K -63 -3%
HFM
666
Hartford Financial Management
Connecticut
$117K +$26.1K +454 +28%
HCM
667
Highlander Capital Management
New Jersey
$116K – – –
WEC
668
Winslow Evans & Crocker
Massachusetts
$115K -$2.75K -48 -2%
GFP
669
Gryphon Financial Partners
Ohio
$114K -$15.6K -271 -12%
AOWM
670
Alpha Omega Wealth Management
Virginia
$113K – – –
MCA
671
Mercer Capital Advisers
New Jersey
$113K – – –
EWM
672
Endurance Wealth Management
Rhode Island
$112K -$17.2K -300 -13%
RWA
673
Ropes Wealth Advisors
Massachusetts
$112K – – –
TC
674
Trust Company
Kansas
$112K – – –
CCM
675
Cribstone Capital Management
Maine
$102K – – –
25 26
27
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