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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1376
J.W. Cole Advisors
Florida
$727K -$354K -3,753 -32%
FCBT
1377
First Citizens Bank & Trust
North Carolina
$724K -$38.3K -406 -5%
IWS
1378
Insight Wealth Strategies
California
$723K +$126K +1,335 +20%
OIA
1379
Optimum Investment Advisors
Illinois
$721K -$93.1K -987 -11%
GFS
1380
GYL Financial Synergies
Connecticut
$720K +$38K +403 +5%
CCM
1381
Community Capital Management
Florida
$719K -$746K -7,900 Closed
SM
1382
Sciencast Management
New Jersey
$716K +$818K +8,673 New
PP
1383
Patten & Patten
Tennessee
$715K – – –
SP
1384
Symmetry Partners
Connecticut
$714K – – –
AWA
1385
Arkadios Wealth Advisors
Georgia
$713K -$40.5K -429 -5%
OFS
1386
Orrstown Financial Services
Pennsylvania
$712K -$849 -9 -0.1%
BCM
1387
BTR Capital Management
California
$712K +$31.4K +333 +4%
FANJ
1388
Financial Architects (New Jersey)
New Jersey
$709K -$285K -3,025 -28%
PJSIMP
1389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K -$186K -1,970 -17%
BFO
1390
Boston Family Office
Massachusetts
$709K +$77.4K +820 +12%
AIA
1391
Avalon Investment & Advisory
Texas
$708K +$275K +2,915 +60%
RCAG
1392
Rehmann Capital Advisory Group
Michigan
$707K -$77.9K -826 -10%
RW
1393
Rede Wealth
Virginia
$707K +$87.5K +927 +14%
GJIC
1394
Gamble Jones Investment Counsel
California
$706K -$2.64K -28 -0.4%
CWM
1395
Congress Wealth Management
Massachusetts
$704K -$73.5K -779 -9%
BCMO
1396
Buckingham Capital Management (Ohio)
Ohio
$703K -$11.9K -126 -2%
CHJWM
1397
Carlton Hofferkamp & Jenks Wealth Management
Texas
$701K – – –
CCG
1398
Coastwise Capital Group
California
$701K +$727K +7,708 New
WAG
1399
Winthrop Advisory Group
Massachusetts
$699K +$47.2K +500 +7%
CWM
1400
C2C Wealth Management
Arizona
$696K -$21.3K -226 -3%
54 55
56
57 58