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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1476
Grassi Investment Management
California
$353K – – –
PWAG
1477
Polaris Wealth Advisory Group
California
$352K -$52.7K -200 -14%
GWM
1478
Greenwich Wealth Management
Connecticut
$348K -$6.32K -24 -2%
MA
1479
MUFG Americas
New York
$347K -$75.6K -287 -20%
WC
1480
Whitney & Co
New York
$347K -$5.27K -20 -2%
IDA
1481
Intelligence Driven Advisers
California
$345K -$6.59K -25 -2%
AF
1482
Aldebaran Financial
$345K – – –
LBD
1483
Landsberg Bennett & Dubbaneh
Florida
$343K +$5.27K +20 +2%
AIM
1484
Anchor Investment Management
South Carolina
$342K +$233K +884 +316%
CCA
1485
Clearwater Capital Advisors
Illinois
$340K -$96.2K -365 -24%
TC
1486
TAP Consulting
Missouri
$337K +$1.05K +4 +0.4%
MSA
1487
Marino Stram & Associates
Massachusetts
$337K +$11.1K +42 +4%
SNT
1488
Security National Trust
West Virginia
$336K -$12.9K -49 -4%
GBBWRPM
1489
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$333K -$4.74K -18 -2%
PWM
1490
PBMares Wealth Management
Virginia
$333K – – –
SIAP
1491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$332K – – –
WAAG
1492
Wealth Alliance Advisory Group
Kansas
$328K -$21.1K -80 -7%
LWM
1493
Lyell Wealth Management
California
$328K -$17.4K -66 -6%
SFWC
1494
Strategic Family Wealth Counselors
New Jersey
$328K +$294K +1,116 New
FCM
1495
Fortis Capital Management
Washington
$327K +$8.17K +31 +3%
PIM
1496
Penobscot Investment Management
Massachusetts
$326K – – –
CAG
1497
Curtis Advisory Group
California
$323K – – –
HPCM
1498
Hunter Perkins Capital Management
Illinois
$323K – – –
TWM
1499
Titus Wealth Management
California
$321K +$36.9K +140 +15%
FMW
1500
Farr Miller & Washington
District of Columbia
$320K – – –
58 59
60
61 62