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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1426
Archer Investment Corporation
Indiana
$946K -$84.8K -450 -9%
HCM
1427
Howard Capital Management
Georgia
$944K +$57.1K +303 +7%
GAG
1428
GM Advisory Group
New York
$942K +$56.5K +300 +7%
BCM
1429
BTC Capital Management
Iowa
$941K -$942 -5 -0.1%
BCWM
1430
Bartlett & Co Wealth Management
Ohio
$935K +$140K +744 +19%
WP
1431
WealthPLAN Partners
Nebraska
$935K -$2.83K -15 -0.3%
BC
1432
Bartlett & Co
Ohio
$935K +$140K +744 +19%
FANJ
1433
Financial Architects (New Jersey)
New Jersey
$932K +$480K +2,550 +117%
BPCE
1434
Bank Pictet & Cie (Europe)
Germany
$927K +$190K +1,007 +27%
SAM
1435
S.A. Mason
Michigan
$925K -$1.13K -6 -0.1%
HI
1436
Hoey Investments
Pennsylvania
$924K -$426K -2,264 -33%
TCM
1437
Teza Capital Management
Illinois
$923K +$882K +4,684 New
SP
1438
Successful Portfolios
Florida
$922K +$2.07K +11 +0.2%
W
1439
WealthStone
Ohio
$920K +$633K +3,361 +257%
PHAM
1440
Palisades Hudson Asset Management
Florida
$917K – – –
DWM
1441
Dakota Wealth Management
Florida
$916K +$55.6K +295 +7%
NB
1442
NBT Bank
New York
$915K – – –
RWA
1443
Ropes Wealth Advisors
Massachusetts
$914K +$70.4K +374 +9%
SG
1444
Somerset Group
Minnesota
$912K -$565 -3 -0.1%
P
1445
&Partners
Tennessee
$910K – – –
PIM
1446
Penobscot Investment Management
Massachusetts
$908K – – –
VWA
1447
V Wealth Advisors
Kansas
$907K -$410K -2,177 -32%
RHP
1448
Royal Harbor Partners
Texas
$907K +$867K +4,605 New
LWPC
1449
Legacy Wealth Partners (California)
California
$903K +$863K +4,584 New
NVCHI
1450
New Vernon Capital Holdings II
New Jersey
$901K -$571K -3,034 -40%
56 57
58
59 60