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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
376
SJS Investment Consulting
Ohio
$13.5K +$7.39K +611 +149%
EB
377
Eastern Bank
Massachusetts
$13.3K +$290 +24 +2%
AEPWM
378
Atlantic Edge Private Wealth Management
Florida
$13.2K – – –
VNA
379
Valley National Advisers
Pennsylvania
$13K – – –
SWM
380
SHP Wealth Management
Massachusetts
$12.8K +$11.7K +971 New
FCAS
381
First Command Advisory Services
Texas
$12.2K +$2.33K +193 +26%
BWA
382
Basecamp Wealth Advisors
Washington
$11.8K +$10.8K +894 New
GFA
383
Godfrey Financial Associates
New York
$11.3K +$10.4K +857 New
HIMS
384
Hager Investment Management Services
New Hampshire
$11.3K -$18K -1,490 -64%
MA
385
Montag & Associates
Georgia
$10.7K -$1.14K -94 -11%
MIM
386
MTM Investment Management
South Carolina
$10.1K – – –
JGIA
387
Jackson Grant Investment Advisers
Connecticut
$9.89K +$1.43K +118 +19%
DJSG
388
D.J. St. Germain
Massachusetts
$9.62K -$3.31K -274 -27%
NECFA
389
New England Capital Financial Advisors
Connecticut
$9.6K -$230 -19 -3%
BBHC
390
Brown Brothers Harriman & Co
New York
$9.12K +$7.6K +628 +1,013%
CPG
391
Cornerstone Planning Group
New Jersey
$8.87K +$7.24K +598 +5,980%
PP
392
PFS Partners
New Jersey
$8.78K – – –
PWMG
393
Prestige Wealth Management Group
New Jersey
$8.68K – – –
PWA
394
Physician Wealth Advisors
Utah
$8.4K +$472 +39 +7%
AAG
395
Armstrong Advisory Group
Massachusetts
$8.22K – – –
SA
396
Strategic Advocates
Utah
$8.06K – – –
KPP
397
Kings Path Partners
Texas
$7.93K – – –
MO
398
McMillan Office
Michigan
$7.86K +$7.2K +595 New
OP
399
ORG Partners
Indiana
$7.82K -$194 -16 -3%
EWM
400
Evermay Wealth Management
Virginia
$7.78K – – –
14 15
16
17 18