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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
626
Cassaday & Co Wealth Management
Virginia
$11.2K – – –
FFA
627
Frazier Financial Advisors
Ohio
$11K -$927 -44 -7%
AGA
628
Altrinsic Global Advisors
Connecticut
$10.6K +$11.1K +527 New
SWM
629
SHP Wealth Management
Massachusetts
$10.4K +$148 +7 +1%
JGIA
630
Jackson Grant Investment Advisers
Connecticut
$10.1K – – –
HPC
631
HM Payson & Co
Maine
$10K – – –
MAS
632
MPWM Advisory Solutions
Georgia
$10K – – –
CFG
633
CKW Financial Group
Hawaii
$10K – – –
NF
634
Napier Financial
Massachusetts
$9.83K -$1.85K -88 -15%
RWS
635
Retirement Wealth Solutions
Wisconsin
$9.67K -$1.07K -51 -10%
CPG
636
Cornerstone Planning Group
New Jersey
$9.5K -$4.83K -229 -34%
HWA
637
HHM Wealth Advisors
Tennessee
$9.35K +$9.61K +456 +4,560%
BFPW
638
BOK Financial Private Wealth
Colorado
$9.23K +$9.7K +460 New
MIM
639
MTM Investment Management
South Carolina
$9.23K +$9.7K +460 New
WTA
640
Washington Trust Advisors
Massachusetts
$9.19K – – –
CHC
641
City Holding Co
West Virginia
$9.18K – – –
AFG
642
Albion Financial Group
Utah
$9.03K -$801 -38 -8%
CI
643
CX Institutional
Indiana
$9K +$5.04K +239 +102%
WAS
644
Winch Advisory Services
Wisconsin
$8.99K +$8.6K +408 +1,020%
PG
645
Proffitt & Goodson
Tennessee
$8.04K – – –
CB
646
CNB Bank
Pennsylvania
$8.02K – – –
OWP
647
ORG Wealth Partners
Texas
$7.66K – – –
MNA
648
Manning & Napier Advisors
New York
$7.6K -$337 -16 -4%
TCM
649
Triumph Capital Management
Colorado
$7.58K -$8.58K -407 -52%
DJSG
650
D.J. St. Germain
Massachusetts
$7.58K +$2.74K +130 +52%
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