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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1376
Aberdeen Wealth Management
Illinois
$596K – – –
ECG
1377
Edge Capital Group
Georgia
$594K -$28.8K -325 -4%
ASA
1378
Armstrong Shaw Associates
Connecticut
$594K – – –
WWM
1379
Westwood Wealth Management
California
$593K -$255K -2,877 -29%
CWM
1380
Congress Wealth Management
Massachusetts
$593K -$105K -1,184 -15%
FIM
1381
Fernwood Investment Management
Massachusetts
$593K +$3.99K +45 +0.7%
BPWM
1382
Badgley Phelps Wealth Managers
Washington
$592K -$7.93M -89,432 -93%
IB
1383
Intrust Bank
Kansas
$589K +$49K +553 +9%
SFG
1384
Synergy Financial Group
California
$589K +$62.6K +706 +12%
AG
1385
AIA Group
Hong Kong
$588K -$373K -4,208 -38%
WMP
1386
Wealth Management Partners
Arizona
$586K +$88.7K +1,000 +17%
TCM
1387
Triumph Capital Management
Colorado
$585K -$180K -2,029 -23%
BIA
1388
Bigelow Investment Advisors
Maine
$584K +$7.8K +88 +1%
PFSC
1389
Peoples Financial Services Corp
Pennsylvania
$583K -$4.43K -50 -0.7%
IF
1390
Integrity Financial
Wyoming
$583K +$28.5K +321 +5%
MWC
1391
MBM Wealth Consultants
Missouri
$582K +$87.4K +986 +17%
MFA
1392
Mayflower Financial Advisors
Massachusetts
$581K -$109K -1,229 -15%
PCP
1393
Proficio Capital Partners
Massachusetts
$580K -$453K -5,114 -43%
MCCP
1394
Mission Creek Capital Partners
California
$580K +$40.3K +455 +7%
TCWM
1395
Total Clarity Wealth Management
Illinois
$579K -$557K -6,280 -48%
SF
1396
Summit Financial
New Jersey
$577K +$595K +6,707 New
AWM
1397
Axxcess Wealth Management
California
$576K -$23.1K -260 -4%
OCM
1398
Orion Capital Management
California
$573K – – –
SF
1399
Symphony Financial
Texas
$573K +$573K +6,463 New
BBNA
1400
Bremer Bank National Association
Minnesota
$572K -$128K -1,445 -18%
54 55
56
57 58