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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Catamount Wealth Management
Connecticut
$79K +$3.52K +40 +5%
RCG
1327
Ruggie Capital Group
Florida
$78K – – –
RWM
1328
Raffa Wealth Management
District of Columbia
$77.8K – – –
ACS
1329
Archford Capital Strategies
Illinois
$77K -$37.4K -425 -33%
IFAM
1330
Institutional & Family Asset Management
Colorado
$77K -$13.9K -158 -15%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$77K +$76.9K +873 New
PMFA
1332
Plante Moran Financial Advisors
Michigan
$76K -$21.5K -244 -22%
BCI
1333
Brinker Capital Investments
Pennsylvania
$76K – – –
PFGIA
1334
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$22K +250 +41%
AWM
1335
AllSquare Wealth Management
New York
$74K – – –
MA
1336
MCF Advisors
Kentucky
$73K +$3.52K +40 +5%
RWG
1337
Regal Wealth Group
California
$72K – – –
VCM
1338
Vigilant Capital Management
Maine
$70K – – –
PWAG
1339
Polaris Wealth Advisory Group
California
$70K +$70K +795 New
LFASL
1340
Lugano Financial Advisors SA (LFA)
Switzerland
$70K +$70.4K +799 New
WPA
1341
West Paces Advisors
Georgia
$67.5K – – –
MFBTD
1342
MB Financial Bank - Trust Department
Illinois
$66K +$66.4K +754 New
CBT
1343
Central Bank & Trust
Kentucky
$63K – – –
PCP
1344
Proficio Capital Partners
Massachusetts
$63K +$793 +9 +1%
ME
1345
McIlrath & Eck
Washington
$63K +$11K +125 +21%
MNBTD
1346
Moody National Bank Trust Division
Texas
$62K +$62.5K +710 New
FWM
1347
Focused Wealth Management
New York
$61K – – –
WWMSC
1348
Wagner Wealth Management (South Carolina)
South Carolina
$61K – – –
FPFS
1349
First Personal Financial Services
North Carolina
$59K +$440 +5 +0.7%
BWM
1350
Baystate Wealth Management
Massachusetts
$58K – – –
52 53
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55 56