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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$71.3K -321 -25%
GWM
1652
Greenhouse Wealth Management
Connecticut
$217K – – –
NCM
1653
Noesis Capital Mangement
Florida
$217K – – –
WLIM
1654
White Lighthouse Investment Management
Massachusetts
$216K – – –
MSE
1655
MUFG Securities EMEA
United Kingdom
$215K – – –
BCA
1656
Berman Capital Advisors
Georgia
$214K +$4.44K +20 +2%
ICG
1657
InterOcean Capital Group
Tennessee
$214K +$209K +942 New
MWM
1658
Merriman Wealth Management
Washington
$214K +$210K +944 New
SWIG
1659
Strategic Wealth Investment Group
Kentucky
$214K +$210K +945 New
MFG
1660
Merit Financial Group
Georgia
$213K -$134K -602 -39%
GKWIM
1661
Gerber Kawasaki Wealth & Investment Management
California
$213K -$42.4K -191 -17%
BPB
1662
Badgley, Phelps & Bell
Washington
$213K -$8.89K -40 -4%
TWA
1663
TCI Wealth Advisors
Arizona
$213K +$95.3K +429 +84%
SIA
1664
Soltis Investment Advisors
Utah
$212K -$26.7K -120 -11%
FMW
1665
Farr Miller & Washington
District of Columbia
$212K – – –
3F
1666
360 Financial
Minnesota
$211K – – –
HT
1667
Heritage Trust
Oklahoma
$211K +$207K +931 New
BS
1668
Boenning & Scattergood
Pennsylvania
$210K +$206K +926 New
SEIA
1669
Signature Estate & Investment Advisors
California
$210K +$206K +928 New
EI
1670
Ellevest Inc
New York
$207K -$21.8K -98 -10%
DWM
1671
Destination Wealth Management
California
$207K -$15.6K -70 -7%
JWM
1672
Janiczek Wealth Management
Colorado
$207K +$80K +360 +65%
PIM
1673
Penobscot Investment Management
Massachusetts
$206K -$44.4K -200 -18%
GAM
1674
Guinness Asset Management
United Kingdom
$206K +$8.89K +40 +5%
CWP
1675
Capital Wealth Planning
Florida
$204K -$589K -2,650 -75%
65 66
67
68 69