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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1601
GAMCO Investors
Connecticut
$24.3M -$1.02M -4,419 -4%
PSP
1602
Principal Street Partners
Tennessee
$24.3M +$11.6K +50 +0%
PCS
1603
Personal CFO Solutions
New Jersey
$24.3M -$86.9K -375 -0.3%
SMH
1604
Sanders Morris Harris
Texas
$24.3M -$136K -586 -0.5%
GWM
1605
GDS Wealth Management
Texas
$24.2M +$1.01M +4,372 +4%
WCA
1606
Westover Capital Advisors
Delaware
$24.2M -$1.12M -4,813 -4%
SAF
1607
Smith Anglin Financial
Texas
$24.2M +$411K +1,773 +2%
IC
1608
Inscription Capital
Texas
$24.2M +$32.7M +140,950 New
AF
1609
Advisornet Financial
Minnesota
$24.1M -$16.4K -71 -0.1%
S
1610
SimplyRich
California
$24.1M -$23.2K -100 -0.1%
FDP
1611
Financiere des Professionnels
Quebec, Canada
$24.1M -$6.84M -29,524 -21%
TNA
1612
True North Advisors
Texas
$24.1M +$485K +2,094 +2%
WIM
1613
Wittenberg Investment Management
Massachusetts
$24M -$4.39M -18,954 -15%
CWM
1614
CMH Wealth Management
New Hampshire
$24M +$250K +1,077 +1%
PWMG
1615
Prestige Wealth Management Group
New Jersey
$24M -$136K -585 -0.5%
WC
1616
Waterloo Capital
Texas
$23.9M +$6.96M +30,056 +39%
GGS
1617
Galvin Gaustad & Stein
Arizona
$23.9M -$1.91M -8,236 -7%
MA
1618
MSA Advisors
California
$23.9M +$5.06M +21,824 +25%
PP
1619
PDS Planning
Ohio
$23.9M +$1.62M +7,004 +7%
AM
1620
Atwater Malick
Pennsylvania
$23.9M +$46.6K +201 +0.2%
CCP
1621
Clough Capital Partners
Massachusetts
$23.9M +$1.17M +5,035 +5%
PT
1622
Plimoth Trust
Massachusetts
$23.8M -$805K -3,475 -3%
PWAM
1623
Private Wealth Asset Management
Iowa
$23.8M +$24.8M +107,165 New
RWP
1624
Ridgecrest Wealth Partners
California
$23.8M +$513K +2,214 +2%
ALC
1625
Alexander Labrunerie & Co
Missouri
$23.8M -$358K -1,544 -1%
63 64
65
66 67