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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
601
IHT Wealth Management
Illinois
$99K +$95.2K +942 +1,135%
OSNBOA
602
Old Second National Bank of Aurora
Illinois
$95K +$96.3K +953 New
JCM
603
Jacobi Capital Management
Pennsylvania
$92K – – –
EMG
604
ETF Managers Group
New Jersey
$92K +$11.9K +118 +14%
CAL
605
Capital Analysts LLC
Pennsylvania
$90K – – –
NSIM
606
North Star Investment Management
Illinois
$90K – – –
HFP
607
Holistic Financial Partners
Indiana
$89K +$2.53K +25 +3%
CFG
608
CKW Financial Group
Hawaii
$85K – – –
RWP
609
RWA Wealth Partners
Massachusetts
$83K +$84.4K +835 New
GLI
610
Guardian Life Insurance
New York
$81K -$33.9K -335 -29%
PGWM
611
Parisi Gray Wealth Management
New Jersey
$79K – – –
FPFS
612
First Personal Financial Services
North Carolina
$78K -$11K -109 -12%
ACM
613
AUA Capital Management
Pennsylvania
$74K -$2.93K -29 -4%
AIS
614
AlphaOne Investment Services
Pennsylvania
$73K +$73.7K +729 New
CHP
615
Cable Hill Partners
Oregon
$66K -$121K -1,194 -64%
AAM
616
Advisors Asset Management
Colorado
$64K -$3.03K -30 -5%
SSB
617
Sandy Spring Bank
Maryland
$61K – – –
WTB
618
Washington Trust Bank
Washington
$52K -$2.53K -25 -5%
ARMC
619
American Research & Management Company
Massachusetts
$52K – – –
ZB
620
Zions Bancorporation
Utah
$52K – – –
JA
621
JOYN Advisors
Georgia
$50K -$275K -2,725 -85%
SBL
622
Sargent Bickham Lagudis
Colorado
$50K – – –
DWM
623
Destination Wealth Management
California
$50K +$51K +505 New
GEA
624
Glen Eagle Advisors
New Jersey
$47.1K – – –
GFP
625
Gryphon Financial Partners
Ohio
$47K -$2.93K -29 -6%
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25
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