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Stanley Black & Decker
SWK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
751
Clearwater Capital Advisors
Illinois
$11K +$11.7K +72 New
DWM
752
Destination Wealth Management
California
$11K +$11.7K +72 New
IFAM
753
Institutional & Family Asset Management
Colorado
$10K +$11K +68 New
ADL
754
Asset Dedication LLC
California
$9K – – –
GRP
755
Global Retirement Partners
California
$9K – – –
PWM
756
Perigon Wealth Management
California
$9K – – –
TL
757
TrueWealth LLC
Georgia
$9K – – –
YWP
758
YorkBridge Wealth Partners
New York
$9K – – –
AC
759
Avestar Capital
New York
$8K – – –
RWA
760
Ropes Wealth Advisors
Massachusetts
$8K +$8.11K +50 New
WDL
761
Well Done LLC
Michigan
$8K +$8.93K +55 New
WEC
762
Winslow Evans & Crocker
Massachusetts
$7.66K -$4.22K -26 -34%
SBL
763
Sargent Bickham Lagudis
Colorado
$7K – – –
TFO
764
Tarbox Family Office
California
$7K – – –
OFW
765
Omnia Family Wealth
Florida
$6K +$6.33K +39 New
TFA
766
Toth Financial Advisory
Virginia
$5K -$7.3K -45 -59%
AF
767
Arrow Financial
New York
$5K – – –
CMBA
768
C.M. Bidwell & Associates
Hawaii
$5K – – –
CAC
769
Certified Advisory Corp
Florida
$5K +$162 +1 +3%
RWP
770
RWA Wealth Partners
Massachusetts
$5K +$5.03K +31 New
GFP
771
Gryphon Financial Partners
Ohio
$4K -$487 -3 -11%
HFP
772
Holistic Financial Partners
Indiana
$4K – – –
MSA
773
Marino Stram & Associates
Massachusetts
$4K – – –
MFBTD
774
MB Financial Bank - Trust Department
Illinois
$4K – – –
EFSCE
775
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.27K +14 +117%
29 30
31
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