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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2276
Greykasell Wealth Strategies
California
$201K – – –
M
2277
MOTCO
Texas
$201K +$4K +18 +2%
ITIM
2278
Indiana Trust & Investment Management
Indiana
$201K -$49.6K -223 -19%
IP
2279
Intellectus Partners
California
$201K +$206K +927 New
FC
2280
FCA Corp
Texas
$200K +$206K +926 New
OC
2281
Optima Capital
Oregon
$200K +$206K +925 New
BW
2282
Blalock Williams
Alabama
$200K +$206K +924 New
PWMG
2283
Prestige Wealth Management Group
New Jersey
$199K -$17.4K -78 -8%
FPF
2284
First Pacific Financial
Washington
$197K +$15.6K +70 +8%
SCM
2285
Silvant Capital Management
Georgia
$196K – – –
CL
2286
CSS LLC
Illinois
$195K +$200K +900 New
MFP
2287
Meramec Financial Planners
Missouri
$192K +$22.2K +100 +12%
GFL
2288
Granite FO LLC
New Hampshire
$189K – – –
GKIM
2289
GW&K Investment Management
Massachusetts
$188K -$1.11K -5 -0.6%
CT
2290
Caldwell Trust
Florida
$186K -$16.7K -75 -8%
FC
2291
Financial Consulate
Maryland
$184K +$88.1K +396 +87%
FPB
2292
First PREMIER Bank
South Dakota
$183K – – –
TFA
2293
Transamerica Financial Advisors
Florida
$182K +$75.2K +338 +67%
AAG
2294
Armstrong Advisory Group
Massachusetts
$180K – – –
CFFP
2295
Center for Financial Planning
Michigan
$179K – – –
API
2296
Asset Planning Inc
California
$178K – – –
FNWA
2297
Financial Network Wealth Advisors
Utah
$177K +$1.78K +8 +1%
HC
2298
Hara Capital
Washington
$175K – – –
WBWA
2299
William B. Walkup & Associates
South Carolina
$175K -$30.7K -138 -15%
BWM
2300
Bullock Wealth Management
Indiana
$175K – – –
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