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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1451
Apriem Advisors
California
$276K +$3.75K +18 +1%
TL
1452
TrueWealth LLC
Georgia
$275K -$52.1K -250 -16%
NHC
1453
Nicholas Hoffman & Company
Georgia
$273K +$7.71K +37 +3%
HPC
1454
HM Payson & Co
Maine
$273K +$25.6K +123 +11%
SCM
1455
Southport Capital Management
Tennessee
$272K -$1.67K -8 -0.6%
MA
1456
MONECO Advisors
Connecticut
$272K +$9.37K +45 +4%
HKIM
1457
Hayek Kallen Investment Management
Alabama
$272K +$263K +1,262 New
NFG
1458
NewFocus Financial Group
Washington
$269K -$38.5K -185 -13%
CC
1459
Claybrook Capital
Massachusetts
$269K -$20.8K -100 -7%
BG
1460
Bahl & Gaynor
Ohio
$268K +$259K +1,243 New
PAS
1461
Partnervest Advisory Services
California
$265K +$16.7K +80 +7%
RCM
1462
RNC Capital Management
California
$264K +$5.21K +25 +2%
VWA
1463
Visionary Wealth Advisors
Illinois
$264K +$16.7K +80 +7%
IA
1464
IFG Advisors
Missouri
$263K -$25K -120 -9%
HI
1465
Hudock Inc
Pennsylvania
$262K -$327K -1,568 -56%
LBD
1466
Landsberg Bennett & Dubbaneh
Florida
$262K -$167K -804 -40%
MWA
1467
Meridian Wealth Advisors
Texas
$261K -$16K -77 -6%
CMO
1468
Covenant Multifamily Offices
Texas
$261K – – –
IFA
1469
Invus Financial Advisors
New York
$261K – – –
WOSD
1470
WFA of San Diego
California
$261K +$256K +1,231 New
GWM
1471
Greenwich Wealth Management
Connecticut
$260K +$12.5K +60 +5%
BCA
1472
Berman Capital Advisors
Georgia
$259K -$670K -3,216 -73%
IDA
1473
Intelligence Driven Advisers
California
$259K -$4.58K -22 -2%
GIM
1474
Grassi Investment Management
California
$259K – – –
WC
1475
Whitney & Co
New York
$259K +$2.08K +10 +0.8%
57 58
59
60 61