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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1526
Lake Street Advisors Group
New Hampshire
$2.65M +$72.7K +364 +3%
RWB
1527
RMR Wealth Builders
New Jersey
$2.64M +$1.47M +7,360 +126%
FSA
1528
Fort Sheridan Advisors
Illinois
$2.63M – – –
HWA
1529
Heritage Wealth Advisors
Virginia
$2.62M – – –
KFC
1530
Klingenstein Fields & Co
New York
$2.62M -$128K -641 -5%
IFWM
1531
Institute for Wealth Management
Colorado
$2.59M +$65.9K +330 +3%
RCA
1532
Rowland Carmichael Advisors
Arizona
$2.58M +$140K +703 +6%
HTC
1533
Haverford Trust Company
Pennsylvania
$2.58M +$119K +598 +5%
CWM
1534
CMH Wealth Management
New Hampshire
$2.57M +$80.5K +403 +3%
CIP
1535
Chartwell Investment Partners
Pennsylvania
$2.56M -$11M -55,133 -81%
FANJ
1536
Financial Architects (New Jersey)
New Jersey
$2.56M +$167K +836 +7%
EWM
1537
Evermay Wealth Management
Virginia
$2.56M -$57.3K -287 -2%
MCIA
1538
Mountain Capital Investment Advisors
Colorado
$2.55M +$1.77M +8,850 +252%
EHWM
1539
Eads & Heald Wealth Management
Georgia
$2.55M -$278K -1,394 -10%
SFG
1540
SevenBridge Financial Group
Pennsylvania
$2.55M +$92.3K +462 +4%
SC
1541
Savant Capital
Illinois
$2.54M -$94.3K -472 -4%
WEC
1542
Winslow Evans & Crocker
Massachusetts
$2.54M -$178K -891 -7%
FI
1543
FormulaFolio Investments
Michigan
$2.53M +$351K +1,759 +16%
SCM
1544
Seascape Capital Management
New Hampshire
$2.53M +$27.8K +139 +1%
GPFA
1545
Game Plan Financial Advisors
Ohio
$2.53M +$66.7K +334 +3%
GWM
1546
Graybill Wealth Management
Illinois
$2.53M -$6.39K -32 -0.3%
CFA
1547
Carroll Financial Associates
North Carolina
$2.52M -$799 -4 -0%
SM
1548
Sciencast Management
New Jersey
$2.52M +$2.42M +12,133 New
OWP
1549
Obermeyer Wealth Partners
Colorado
$2.5M +$2.1M +10,509 +524%
HCM
1550
Hollencrest Capital Management
California
$2.5M +$18.6K +93 +0.7%
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