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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1651
Institute for Wealth Management
Colorado
$875K -$13.3K -306 -1%
VAM
1652
Verity Asset Management
North Carolina
$875K +$124K +2,856 +16%
LA
1653
Lifeworks Advisors
Michigan
$874K -$35.8K -827 -4%
P
1654
Pitcairn
Pennsylvania
$874K -$1.21M -27,932 -58%
SFI
1655
SPC Financial Inc
Maryland
$872K -$42.9K -991 -5%
LFA
1656
Legacy Financial Advisors
Kentucky
$871K -$826K -19,085 -49%
OL
1657
one8zero8 LLC
North Carolina
$869K -$47.6K -1,099 -5%
CFP
1658
Catalyst Financial Partners
Massachusetts
$868K +$122K +2,827 +16%
MSS
1659
Mitchell Sinkler & Starr
Pennsylvania
$867K -$9.31K -215 -1%
WIM
1660
Waverton Investment Management
United Kingdom
$867K -$19.5K -450 -2%
NIM
1661
Needham Investment Management
New York
$865K – – –
MIC
1662
Means Investment Company
Maine
$864K +$76.4K +1,764 +10%
STA
1663
Smith Thornton Advisors
Alabama
$863K -$179K -4,123 -17%
DP
1664
Denver PWM
Colorado
$861K +$27.7K +640 +3%
FB
1665
First Bancorp
Maine
$861K +$29.6K +684 +4%
MVA
1666
Mount Vernon Associates
Maryland
$860K – – –
BCA
1667
Bay Colony Advisors
Massachusetts
$858K -$866 -20 -0.1%
GLR
1668
Great Lakes Retirement
Ohio
$858K -$688K -15,897 -44%
WIC
1669
Wilkins Investment Counsel
Massachusetts
$857K -$268K -6,200 -24%
FCA
1670
FLC Capital Advisors
California
$857K +$11.6K +267 +1%
ACS
1671
Archford Capital Strategies
Illinois
$856K -$10.5K -243 -1%
JWM
1672
JGP Wealth Management
Oregon
$854K +$4.37K +101 +0.5%
SFM
1673
Signet Financial Management
New Jersey
$852K +$693 +16 +0.1%
FGA
1674
Fortis Group Advisors
New Jersey
$851K -$275K -6,359 -24%
DLA
1675
Douglas Lane & Associates
New York
$848K -$43.3K -999 -5%
65 66
67
68 69