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Name Holding Trade Value Shares
Change 		Change in
Stake
TM
1201
Torren Management
California
$298K +$279K +442 New
GWM
1202
Greenline Wealth Management
Florida
$297K +$278K +441 New
SA
1203
Sovran Advisors
California
$297K -$35.3K -56 -10%
FCM
1204
Fortis Capital Management
Washington
$296K +$277K +440 New
TA
1205
TrueWealth Advisors
Alabama
$295K +$276K +438 New
TA
1206
TFB Advisors
Kansas
$294K +$15.8K +25 +6%
MUMSS
1207
Mitsubishi UFJ Morgan Stanley Securities
Japan
$294K +$275K +436 New
JWM
1208
JGP Wealth Management
Oregon
$294K -$3.78K -6 -1%
JIP
1209
Jaffetilchin Investment Partners
Florida
$292K +$273K +433 New
SVWAG
1210
Sound View Wealth Advisors Group
Georgia
$292K +$2.52K +4 +0.9%
DAM
1211
DLD Asset Management
New York
$292K +$273K +433 New
FCM
1212
Fourpath Capital Management
Oklahoma
$288K -$17.6K -28 -6%
PWPS
1213
Pinnacle Wealth Planning Services
Ohio
$286K +$86.3K +137 +48%
NRG
1214
Nemes Rush Group
Michigan
$286K +$258K +409 +2,556%
EC
1215
EntryPoint Capital
New York
$286K -$194K -308 -42%
OPWM
1216
Oxinas Partners Wealth Management
Indiana
$284K -$445K -706 -63%
RC
1217
Roundview Capital
New Jersey
$283K +$265K +420 New
NFSG
1218
Newbridge Financial Services Group
Florida
$283K -$271K -430 -51%
AWP
1219
Abacus Wealth Partners
California
$283K +$265K +420 New
EAM
1220
Empirical Asset Management
Massachusetts
$282K -$67.4K -107 -20%
OL
1221
Owen LaRue
Kentucky
$280K – – –
NW
1222
Naviter Wealth
Arkansas
$280K +$85.1K +135 +48%
RG
1223
Rathbones Group
United Kingdom
$279K -$2.52K -4 -1%
WSFG
1224
Wall Street Financial Group
Illinois
$279K +$73.1K +116 +39%
SWM
1225
Salvus Wealth Management
New Jersey
$277K -$243K -386 -48%
47 48
49
50 51