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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
1601
American Trust Investment Advisors
New Hampshire
$704K – – –
CH
1602
Canton Hathaway
Rhode Island
$704K +$12.3K +45 +1%
ACM
1603
Advance Capital Management
Michigan
$704K +$284K +1,041 +50%
ADL
1604
Asset Dedication LLC
California
$700K +$36K +132 +4%
JAWM
1605
J. Arnold Wealth Management
Ohio
$700K +$106K +390 +14%
MCM
1606
Maryland Capital Management
Maryland
$700K +$183K +672 +27%
FC
1607
Family CFO
California
$697K – – –
FLPIM
1608
F.L. Putnam Investment Management
Massachusetts
$694K +$210K +768 +33%
MWM
1609
Modera Wealth Management
New Jersey
$691K +$74.5K +273 +10%
HI
1610
Hoey Investments
Pennsylvania
$688K +$32.8K +120 +4%
HIS
1611
Horizon Investment Services
Indiana
$687K +$483K +1,770 +137%
ACM
1612
Aljian Capital Management
Nevada
$686K +$839K +3,072 New
VCM
1613
Vision Capital Management
Oregon
$685K -$123K -450 -13%
FC
1614
Financial Consulate
Maryland
$685K -$13.9K -51 -2%
MCIA
1615
Mountain Capital Investment Advisors
Colorado
$684K +$28.7K +105 +4%
EW
1616
Evoke Wealth
California
$684K +$60.6K +222 +8%
BFC
1617
Bedel Financial Consulting
Indiana
$679K +$50.8K +186 +7%
CBA
1618
Coastal Bridge Advisors
Connecticut
$679K +$409K +1,500 +98%
TCOT
1619
Trust Company of Toledo
Ohio
$676K +$9.83K +36 +1%
WWP
1620
Waypoint Wealth Partners
California
$675K -$2.46K -9 -0.3%
BFS
1621
Bickling Financial Services
Massachusetts
$675K +$5.73K +21 +0.7%
GA
1622
Geller Advisors
New York
$675K +$24.6K +90 +3%
LAS
1623
LWM Advisory Services
Florida
$675K +$85.2K +312 +12%
SIM
1624
SSI Investment Management
California
$674K – – –
BDWCC
1625
B&D White Capital Company
Texas
$673K – – –
63 64
65
66 67