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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
626
Capital Wealth Planning
Florida
$652K +$642K +4,400 New
HCM
627
Howland Capital Management
Massachusetts
$643K -$54.9K -376 -8%
PMFA
628
Plante Moran Financial Advisors
Michigan
$642K +$433K +2,967 +218%
SBFM
629
S-Bank Fund Management
Finland
$642K +$75K +514 +13%
BRM
630
Boston Research & Management
Massachusetts
$640K – – –
EI
631
Ethic Inc
New York
$630K +$40.7K +279 +7%
CSP
632
Cary Street Partners
Virginia
$630K -$32.3K -221 -5%
SP
633
Stablepoint Partners
Massachusetts
$622K -$1.17K -8 -0.2%
CIEC
634
Crédit Industriel et Commercial
France
$622K +$612K +4,195 New
MHC
635
Meyer Handelman Company
New York
$620K – – –
PHAM
636
Palisades Hudson Asset Management
Florida
$614K – – –
AG
637
Ascent Group
Virginia
$614K -$68.5K -469 -10%
RBI
638
Raiffeisen Bank International
Austria
$613K -$23.4K -160 -4%
AWM
639
Arista Wealth Management
Nevada
$609K +$600K +4,110 New
FNBOO
640
First National Bank of Omaha
Nebraska
$609K – – –
FCBT
641
First Citizens Bank & Trust
North Carolina
$607K -$220K -1,505 -27%
NA
642
Navellier & Associates
Nevada
$602K +$2.92K +20 +0.5%
CAG
643
Crestwood Advisors Group
Massachusetts
$598K +$12.1K +83 +2%
LCG
644
Lakeshore Capital Group
Illinois
$594K +$58.1K +398 +11%
EFMC
645
Empire Financial Management Company
New York
$594K – – –
KA
646
Kovack Advisors
Florida
$593K +$58.5K +401 +11%
CCG
647
Ceeto Capital Group
Florida
$593K – – –
DCM
648
Delta Capital Management
New Jersey
$593K – – –
SSI
649
Scott & Selber Inc
Texas
$593K – – –
SWP
650
Sagespring Wealth Partners
Tennessee
$593K -$28K -192 -5%
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