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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1651
Ridgecrest Wealth Partners
California
$876K -$44.4K -1,025 -5%
IFWM
1652
Institute for Wealth Management
Colorado
$875K -$13.3K -306 -1%
VAM
1653
Verity Asset Management
North Carolina
$875K +$124K +2,856 +16%
LA
1654
Lifeworks Advisors
Michigan
$874K -$35.8K -827 -4%
P
1655
Pitcairn
Pennsylvania
$874K -$1.21M -27,932 -58%
SFI
1656
SPC Financial Inc
Maryland
$872K -$42.9K -991 -5%
LFA
1657
Legacy Financial Advisors
Kentucky
$871K -$826K -19,085 -49%
OL
1658
one8zero8 LLC
North Carolina
$869K -$47.6K -1,099 -5%
CFP
1659
Catalyst Financial Partners
Massachusetts
$868K +$122K +2,827 +16%
MSS
1660
Mitchell Sinkler & Starr
Pennsylvania
$867K -$9.31K -215 -1%
WIM
1661
Waverton Investment Management
United Kingdom
$867K -$19.5K -450 -2%
NIM
1662
Needham Investment Management
New York
$865K – – –
MIC
1663
Means Investment Company
Maine
$864K +$76.4K +1,764 +10%
STA
1664
Smith Thornton Advisors
Alabama
$863K -$179K -4,123 -17%
DP
1665
Denver PWM
Colorado
$861K +$27.7K +640 +3%
FB
1666
First Bancorp
Maine
$861K +$29.6K +684 +4%
MVA
1667
Mount Vernon Associates
Maryland
$860K – – –
BCA
1668
Bay Colony Advisors
Massachusetts
$858K -$866 -20 -0.1%
GLR
1669
Great Lakes Retirement
Ohio
$858K -$688K -15,897 -44%
WIC
1670
Wilkins Investment Counsel
Massachusetts
$857K -$268K -6,200 -24%
FCA
1671
FLC Capital Advisors
California
$857K +$11.6K +267 +1%
ACS
1672
Archford Capital Strategies
Illinois
$856K -$10.5K -243 -1%
JWM
1673
JGP Wealth Management
Oregon
$854K +$4.37K +101 +0.5%
SFM
1674
Signet Financial Management
New Jersey
$852K +$693 +16 +0.1%
FGA
1675
Fortis Group Advisors
New Jersey
$851K -$275K -6,359 -24%
65 66
67
68 69