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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2076
Encompass Wealth Advisors
Oregon
$646K -$21.4K -423 -3%
CL
2077
CSS LLC
Illinois
$646K +$101K +2,000 +19%
AP
2078
Advisors Preferred
Maryland
$646K +$154K +3,044 +31%
WQ
2079
Wealth Quarterback
New Jersey
$646K +$644K +12,724 New
AIM
2080
Alhambra Investment Management
Florida
$645K +$49K +969 +8%
SAM
2081
Security Asset Management
New York
$644K -$70.4K -1,391 -10%
AAM
2082
Aureus Asset Management
Massachusetts
$644K +$34.4K +680 +6%
WP
2083
WMS Partners
Maryland
$642K – – –
EWA
2084
ERTS Wealth Advisors
Michigan
$642K +$4.45K +88 +0.7%
S
2085
Schroders
United Kingdom
$641K -$365K -7,223 -36%
SFG
2086
Sowa Financial Group
Rhode Island
$640K +$6.73K +133 +1%
IWA
2087
Intercontinental Wealth Advisors
Texas
$639K -$214K -4,231 -25%
ACM
2088
Ayrshire Capital Management
Connecticut
$639K -$86.4K -1,708 -12%
OWA
2089
Outlook Wealth Advisors
Texas
$638K +$30.8K +609 +5%
MM
2090
MQS Management
New York
$637K -$191K -3,768 -23%
MHIC
2091
Marble Harbor Investment Counsel
Massachusetts
$636K +$22.5K +445 +4%
WGAM
2092
Wilkinson Global Asset Management
New York
$634K +$45.5K +900 +8%
CC
2093
Claybrook Capital
Massachusetts
$634K +$75.9K +1,501 +14%
SFFS
2094
Stonehage Fleming Financial Services
Jersey
$634K +$492K +9,735 +353%
MLFP
2095
MPS Loria Financial Planners
Illinois
$633K -$6.07K -120 -1%
CA
2096
Capital Advantage
California
$633K -$5.21K -103 -0.8%
SFS
2097
Solitude Financial Services
Virginia
$631K +$68.4K +1,352 +12%
TPW
2098
Transatlantique Private Wealth
New York
$630K +$628K +12,419 New
W
2099
WealthOne
New York
$625K -$20.9K -413 -3%
DWM
2100
Drive Wealth Management
Utah
$625K +$65.5K +1,294 +12%
82 83
84
85 86