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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Aaron Wealth Advisors
Illinois
$411K -$26.5K -179 -6%
LDB
602
Lee, Danner & Bass
Tennessee
$405K – – –
HPBT
603
Hickory Point Bank & Trust
Illinois
$405K – – –
FBFS
604
First Business Financial Services
Wisconsin
$396K – – –
PFS
605
Prospera Financial Services
Texas
$393K +$105K +708 +34%
MWM
606
Modera Wealth Management
New Jersey
$393K -$12.3K -83 -3%
EWM
607
Evercore Wealth Management
New York
$392K -$148 -1 -0%
CFA
608
Camarda Financial Advisors
Florida
$390K +$12.9K +87 +3%
PWP
609
Principle Wealth Partners
Connecticut
$380K -$74K -500 -16%
GWMR
610
GC Wealth Management RIA
Massachusetts
$375K +$28.7K +194 +8%
MIC
611
Meridian Investment Counsel
California
$371K – – –
MC
612
Machina Capital
France
$370K -$29.3K -198 -7%
APWM
613
Argonautica Private Wealth Management
Massachusetts
$369K +$42.8K +289 +12%
SWP
614
Sagespring Wealth Partners
Tennessee
$369K +$7.55K +51 +2%
SOW
615
State of Wyoming
Wyoming
$368K +$3.26K +22 +0.9%
MA
616
MONECO Advisors
Connecticut
$368K +$4.88K +33 +1%
AG
617
Ascent Group
Virginia
$364K +$381K +2,577 New
MW
618
Marcum Wealth
Ohio
$363K -$86.6K -585 -19%
GT
619
Glenview Trust
Kentucky
$357K -$36K -243 -9%
CCA
620
Checchi Capital Advisers
California
$355K -$27.7K -187 -7%
WI
621
WrapManager Inc
California
$354K -$112K -760 -23%
WSC
622
Wellington Shields & Co
New York
$353K – – –
FFA
623
Founders Financial Alliance
North Carolina
$351K +$367K +2,482 New
BTWM
624
Baker Tilly Wealth Management
Wisconsin
$349K +$365K +2,468 New
RP
625
Riverwater Partners
Wisconsin
$348K -$30.2K -204 -8%
23 24
25
26 27