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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1501
First Heartland Consultants
Missouri
$347K +$21.7K +209 +7%
ZB
1502
Zions Bancorporation
Utah
$346K +$226K +2,175 +251%
TFF
1503
The Family Firm
Maryland
$345K – – –
RSWM
1504
Robertson Stephens Wealth Management
California
$344K +$25.6K +246 +9%
HL
1505
HeadInvest LLC
Maine
$343K -$8.42K -81 -2%
AC
1506
Addison Capital
Pennsylvania
$343K -$43.5K -418 -12%
KFC
1507
Klingenstein Fields & Co
New York
$342K -$977K -9,393 -76%
WI
1508
Wintrust Investments
Illinois
$342K -$20.4K -196 -6%
HRC
1509
Hoertkorn Richard Charles
$342K – – –
MPI
1510
Mairs & Power Inc
Minnesota
$342K – – –
GCM
1511
Glaxis Capital Management
Florida
$342K +$312K +3,000 New
ONST
1512
Old North State Trust
North Carolina
$341K +$95.9K +922 +45%
WFI
1513
West Family Investments
California
$340K +$310K +2,983 New
PA
1514
Procyon Advisors
Connecticut
$337K +$59K +567 +24%
RWI
1515
Red Wave Investments
Pennsylvania
$336K – – –
WMA
1516
Wealth Management Associates
New Jersey
$335K -$15K -144 -5%
TSWM
1517
Tyler-Stone Wealth Management
Ohio
$335K +$306K +2,939 New
ESB
1518
Essex Savings Bank
Connecticut
$334K +$81.2K +781 +36%
VAS
1519
Vestmark Advisory Solutions
Massachusetts
$333K -$581K -5,586 -66%
WA
1520
Waverly Advisors
Alabama
$333K +$16.3K +157 +6%
WCFA
1521
Walkner Condon Financial Advisors
Wisconsin
$333K -$34.7K -334 -10%
ACM
1522
Arlington Capital Management
Illinois
$332K -$11.2K -108 -4%
KWM
1523
Kolinsky Wealth Management
New Jersey
$332K +$310K +2,982 New
FHA
1524
First Horizon Advisors
Tennessee
$331K -$3.33K -32 -1%
MAM
1525
Mastrapasqua Asset Management
Tennessee
$330K +$302K +2,900 New
59 60
61
62 63