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Name Holding Trade Value Shares
Change 		Change in
Stake
III
1651
Independent Investors Inc
New York
$1.29M – – –
LJAC
1652
L.J. Altfest & Co
New York
$1.29M -$65K -1,227 -5%
MWM
1653
Modera Wealth Management
New Jersey
$1.28M -$2.08M -39,278 -61%
AB
1654
Atlas Brown
Kentucky
$1.28M -$477 -9 -0%
WE
1655
Wealth Effects
Massachusetts
$1.28M +$46.5K +878 +4%
FAM
1656
Formidable Asset Management
Ohio
$1.28M -$30.4K -573 -2%
CT
1657
Columbia Trust
Oregon
$1.28M +$485K +9,158 +63%
TFS
1658
Thoroughbred Financial Services
Tennessee
$1.28M +$611K +11,539 +85%
BFM
1659
Boston Financial Management
Massachusetts
$1.28M +$427K +8,062 +47%
JE
1660
JMAC Enterprises
Pennsylvania
$1.27M +$24.2K +456 +2%
TC
1661
Trilogy Capital
California
$1.27M +$197K +3,728 +18%
VFPI
1662
Vantage Financial Partners (Illinois)
Illinois
$1.27M +$99.3K +1,875 +8%
GCM
1663
GoodHaven Capital Management
New Jersey
$1.27M -$31.8K -600 -2%
TCBWMS
1664
Texas Capital Bank Wealth Management Services
Texas
$1.27M +$192K +3,630 +17%
ECM
1665
Evergreen Capital Management
Washington
$1.27M +$113K +2,140 +9%
FCFC
1666
First Commonwealth Financial Corp
Pennsylvania
$1.27M -$21.3K -403 -2%
JIP
1667
Jaffetilchin Investment Partners
Florida
$1.26M -$433K -8,172 -24%
OF
1668
Outfitter Financial
Maine
$1.26M +$29.1K +550 +2%
PWLP
1669
Prio Wealth Limited Partnership
Massachusetts
$1.26M +$51.6K +975 +4%
ACA
1670
Aptus Capital Advisors
Alabama
$1.26M -$2.34M -44,216 -64%
CST
1671
Charles Schwab Trust
Nevada
$1.25M -$125K -2,357 -9%
AW
1672
ACG Wealth
Georgia
$1.25M -$528K -9,959 -29%
NAMP
1673
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.25M -$8.79K -166 -0.7%
BIA
1674
Bigelow Investment Advisors
Maine
$1.25M +$60.2K +1,136 +5%
IFWM
1675
Institute for Wealth Management
Colorado
$1.25M +$333K +6,287 +35%
65 66
67
68 69