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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1926
Sky Investment Group
Connecticut
$463K – – –
GWS
1927
Glassman Wealth Services
Virginia
$462K +$80.1K +556 +23%
LK
1928
Lumbard & Kellner
New Hampshire
$460K – – –
CWM
1929
Connecticut Wealth Management
Connecticut
$459K +$125K +865 +42%
F
1930
F3Logic
Minnesota
$459K +$425K +2,950 New
DWM
1931
Darwin Wealth Management
Florida
$456K +$32.7K +227 +8%
EWA
1932
Evolution Wealth Advisors
Florida
$454K +$13.3K +92 +3%
STMM
1933
South Texas Money Management
Texas
$452K -$2.02K -14 -0.5%
SIM
1934
Sadoff Investment Management
Wisconsin
$452K +$28.8K +200 +7%
TI
1935
Truepoint Inc
Ohio
$450K +$67.4K +468 +19%
NERM
1936
New England Research & Management
Illinois
$447K -$382K -2,650 -48%
RA
1937
RFG Advisory
Alabama
$445K -$31.4K -218 -7%
HCP
1938
Holt Capital Partners
Texas
$445K – – –
WRM
1939
Weybosset Research & Management
Rhode Island
$444K – – –
PHAM
1940
Palisades Hudson Asset Management
Florida
$443K -$94K -652 -19%
RBFC
1941
Roman Butler Fullerton & Co
Missouri
$443K -$49K -340 -11%
BWM
1942
Buckley Wealth Management
Nevada
$442K -$2.74K -19 -0.7%
SEIA
1943
Signature Estate & Investment Advisors
California
$441K -$31.7K -220 -7%
IC
1944
Intersect Capital
California
$439K +$19.6K +136 +5%
SCA
1945
Sippican Capital Advisors
Massachusetts
$437K – – –
SAA
1946
Southeast Asset Advisors
Georgia
$437K – – –
CPC
1947
Cookson Peirce & Co
Pennsylvania
$436K – – –
DW
1948
Domani Wealth
Pennsylvania
$435K – – –
GC
1949
Garde Capital
Washington
$434K +$52.6K +365 +15%
AC
1950
Avestar Capital
New York
$433K +$42.7K +296 +11%
76 77
78
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