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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1051
Samalin Investment Counsel
New York
$2.72M +$562K +1,803 +31%
PCS
1052
Personal CFO Solutions
New Jersey
$2.71M +$34.6K +111 +1%
VC
1053
Vestor Capital
Illinois
$2.71M +$90.6K +291 +4%
CWM
1054
Concentric Wealth Management
California
$2.71M -$145K -465 -6%
MCM
1055
Manchester Capital Management
Vermont
$2.71M +$284K +912 +14%
HA
1056
Harfst & Associates
Wyoming
$2.7M +$45.8K +147 +2%
LCH
1057
Lee Capital Holdings
New York
$2.69M +$2.34M +7,500 New
SIA
1058
Schechter Investment Advisors
Michigan
$2.69M +$568K +1,824 +32%
HW
1059
Hancock Whitney
Mississippi
$2.68M +$979K +3,144 +73%
FAM
1060
Formidable Asset Management
Ohio
$2.68M +$46.7K +150 +2%
RIM
1061
Redwood Investment Management
Arizona
$2.68M +$912K +2,928 +65%
TWA
1062
TCI Wealth Advisors
Arizona
$2.66M -$40.2K -129 -2%
GAA
1063
Green Alpha Advisors
Colorado
$2.64M +$14K +45 +0.6%
SFS
1064
Stiles Financial Services
Minnesota
$2.63M +$104K +333 +5%
CWMU
1065
Caliber Wealth Management (Utah)
Utah
$2.63M +$64.5K +207 +3%
CAAS
1066
Capital Asset Advisory Services
Michigan
$2.63M -$183K -588 -7%
WB
1067
WesBanco Bank
West Virginia
$2.61M +$19.6K +63 +0.9%
SWA
1068
Sutton Wealth Advisors
Florida
$2.6M +$17.8K +57 +0.8%
EFG
1069
Everhart Financial Group
Ohio
$2.6M +$188K +603 +9%
CCFM
1070
Clear Creek Financial Management
Washington
$2.6M +$175K +561 +8%
PWM
1071
PRW Wealth Management
Massachusetts
$2.6M -$270K -867 -11%
AFAS
1072
Acorn Financial Advisory Services
Virginia
$2.59M +$9.34K +30 +0.4%
CS
1073
Comerica Securities
Michigan
$2.58M -$78.5K -252 -3%
LC
1074
Lindbrook Capital
California
$2.58M -$127K -408 -5%
GWSG
1075
GPS Wealth Strategies Group
Colorado
$2.57M +$400K +1,284 +22%
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