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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1601
Modera Wealth Management
New Jersey
$1.26M +$18K +320 +1%
NFC
1602
Northeast Financial Consultants
Connecticut
$1.26M +$2.02K +36 +0.2%
AAMU
1603
AEGON Asset Management (UK)
United Kingdom
$1.25M – – –
AWA
1604
Arete Wealth Advisors
Illinois
$1.25M -$569K -10,117 -31%
FVWA
1605
Foster Victor Wealth Advisors
South Carolina
$1.25M +$75.7K +1,346 +6%
SBF
1606
Sara-Bay Financial
Florida
$1.25M +$1.28M +22,726 New
JSC
1607
Jackson Square Capital
California
$1.25M -$57.9K -1,030 -4%
AA
1608
Apriem Advisors
California
$1.25M -$63K -1,120 -5%
CIG
1609
Cairn Investment Group
Washington
$1.25M -$131K -2,325 -9%
IWA
1610
Intercontinental Wealth Advisors
Texas
$1.24M -$94.4K -1,678 -7%
PH
1611
Pinnacle Holdings
Oklahoma
$1.24M +$16.9K +301 +1%
BOC
1612
Barbara Oil Co
Illinois
$1.24M – – –
PCAP
1613
Pratt Collard Advisory Partners
New York
$1.24M +$344K +6,110 +37%
OA
1614
Oxbow Advisors
Texas
$1.24M -$216K -3,836 -15%
MWM
1615
Meridian Wealth Management
Kentucky
$1.24M +$404K +7,183 +47%
LF
1616
Lantz Financial
Illinois
$1.24M -$175K -3,115 -12%
CBOR
1617
Community Bank of Raymore
Missouri
$1.23M +$563 +10 +0%
BIA
1618
Bigelow Investment Advisors
Maine
$1.22M +$186K +3,314 +18%
FP
1619
Factorial Partners
New York
$1.22M +$124K +2,200 +11%
GIM
1620
Guild Investment Management
California
$1.22M +$1.25M +22,160 New
PPW
1621
Parcion Private Wealth
Washington
$1.22M – – –
FAM
1622
Formidable Asset Management
Ohio
$1.22M +$156K +2,779 +14%
PG
1623
Patten Group
Tennessee
$1.22M +$203K +3,613 +20%
SDAM
1624
Shulman DeMeo Asset Management
New York
$1.21M -$10.8K -192 -0.9%
GWM
1625
Greenwich Wealth Management
Connecticut
$1.21M -$440K -7,815 -26%
63 64
65
66 67