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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1501
Golden State Equity Partners
California
$20.3M -$65.3K -356 -0.3%
NHC
1502
Nicholas Hoffman & Company
Georgia
$20.3M -$66.4K -362 -0.3%
PWMG
1503
Prestige Wealth Management Group
New Jersey
$20.3M +$388K +2,117 +2%
TPCW
1504
TD Private Client Wealth
New York
$20.3M +$42.2K +230 +0.2%
LA
1505
Legacy Advisors
Pennsylvania
$20.2M +$1.6M +8,712 +8%
GIM
1506
Guardian Investment Management
California
$20.2M -$9.17K -50 -0%
PAMG
1507
Patton Albertson Miller Group
Tennessee
$20.2M +$220K +1,200 +1%
SP
1508
Symmetry Partners
Connecticut
$20.2M -$2.04M -11,145 -9%
G
1509
GenTrust
Florida
$20.2M +$18.3K +100 +0.1%
JC
1510
JB Capital
Connecticut
$20.2M +$1.14M +6,214 +6%
PT
1511
Plimoth Trust
Massachusetts
$20.1M -$181K -989 -0.8%
JPWM
1512
Jamison Private Wealth Management
Georgia
$20.1M +$21.5M +117,225 New
BFW
1513
Brady Family Wealth
Missouri
$20M -$1.47K -8 -0%
PL
1514
Plancorp LLC
Missouri
$20M +$3.94M +21,470 +23%
SSI
1515
Scott & Selber Inc
Texas
$19.9M -$47.7K -260 -0.2%
MIM
1516
Morningstar Investment Management
Illinois
$19.9M – – –
MIG
1517
McGuire Investment Group
Rhode Island
$19.9M -$174K -948 -0.8%
APG
1518
Abacus Planning Group
South Carolina
$19.8M -$161K -880 -0.8%
AG
1519
AIA Group
Hong Kong
$19.8M +$5.41M +29,525 +34%
B
1520
Bellecapital
Switzerland
$19.8M -$184K -1,003 -0.9%
WCA
1521
Westover Capital Advisors
Delaware
$19.8M -$1.29M -7,041 -6%
CWM
1522
CMH Wealth Management
New Hampshire
$19.8M +$608K +3,313 +3%
GC
1523
Garde Capital
Washington
$19.7M -$293K -1,600 -1%
SAF
1524
Smith Anglin Financial
Texas
$19.7M -$294K -1,601 -1%
JCM
1525
Janney Capital Management
Pennsylvania
$19.7M +$36.3K +198 +0.2%
59 60
61
62 63