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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
426
Interchange Capital Partners
Pennsylvania
$65K +$56.1K +3,225 New
SSB
427
Sandy Spring Bank
Maryland
$61K – – –
FHA
428
First Horizon Advisors
Tennessee
$61K +$16.5K +950 +45%
AWM
429
Accel Wealth Management
Iowa
$61K +$52.2K +3,000 New
BCA
430
Berman Capital Advisors
Georgia
$56K +$87 +5 +0.2%
HGWM
431
Harvest Group Wealth Management
Massachusetts
$55K – – –
PCA
432
Peddock Capital Advisors
Massachusetts
$55K +$47.1K +2,710 New
ASN
433
Advisory Services Network
Georgia
$53K -$132K -7,565 -74%
AF
434
Advisornet Financial
Minnesota
$51K +$38.1K +2,190 +706%
VC
435
Vestor Capital
Illinois
$51K +$43.5K +2,500 New
CCA
436
Column Capital Advisors
Indiana
$49K – – –
OAJ
437
Ogorek Anthony Joseph
New York
$48K – – –
GWS
438
Glassman Wealth Services
Virginia
$47K +$16.6K +955 +70%
CFA
439
Carroll Financial Associates
North Carolina
$46K -$2K -115 -5%
IAIM
440
International Assets Investment Management
Florida
$45K +$39.1K +2,250 New
PWM
441
Perigon Wealth Management
California
$42K +$36.1K +2,075 New
AF
442
Allworth Financial
California
$41K +$261 +15 +0.7%
POIA
443
Pin Oak Investment Advisors
Texas
$38K – – –
JIR
444
James Investment Research
Ohio
$36K -$21.3K -1,225 -41%
WT
445
Whittier Trust
California
$36K – – –
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$4.87K +280 +19%
GFPC
447
Global Financial Private Client
Florida
$34.2K – – –
JWM
448
Janiczek Wealth Management
Colorado
$32K +$27.3K +1,570 New
KC
449
Knuff & Co
California
$30K – – –
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K – – –
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