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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
451
Forum Financial Management
Illinois
$75K +$74.2K +1,186 New
R.M. Davis Inc
452
R.M. Davis Inc
Maine
$74K – – –
BCM
453
BTR Capital Management
California
$73K – – –
SIG
454
Sargent Investment Group
Maryland
$73K – – –
D.E. Shaw & Co
455
D.E. Shaw & Co
New York
$72K +$71.2K +1,138 New
NG
456
Northstar Group
New York
$71K – – –
CWM
457
Cahaba Wealth Management
Georgia
$71K +$70.1K +1,121 New
HC
458
Hamilton Capital
Ohio
$70K – – –
IAP
459
Indie Asset Partners
Indiana
$70K – – –
AWM
460
Abound Wealth Management
Tennessee
$69.4K +$68.4K +1,094 New
PWM
461
Palumbo Wealth Management
New York
$69K -$39.5K -631 -37%
WIM
462
Wittenberg Investment Management
Massachusetts
$69K – – –
COCM
463
Charter Oak Capital Management
New Hampshire
$68K – – –
GIA
464
Gladstone Institutional Advisory
Florida
$68K – – –
CCIA
465
Cherry Creek Investment Advisors
Colorado
$68K +$250 +4 +0.4%
RWB
466
RMR Wealth Builders
New Jersey
$68K +$2.13K +34 +3%
BFG
467
Bouchey Financial Group
New York
$67K – – –
NAS
468
Nicolet Advisory Services
Wisconsin
$67K +$751 +12 +1%
BWA
469
BDO Wealth Advisors
Florida
$66K -$15.9K -255 -20%
DIM
470
DC Investments Management
Virginia
$66K – – –
WAM
471
WNY Asset Management
New York
$66K – – –
Freestone Capital Holdings
472
Freestone Capital Holdings
Washington
$66K +$65K +1,040 New
DY
473
Dowling & Yahnke
California
$65K – – –
ST
474
Somerset Trust
Pennsylvania
$65K – – –
TAM
475
Taurus Asset Management
New York
$65K – – –