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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1301
LVZ Inc
Michigan
$220K +$57 +1 +0%
ZIM
1302
Zacks Investment Management
Illinois
$219K -$683 -12 -0.3%
BCA
1303
Bray Capital Advisors
Florida
$219K – – –
WI
1304
WrapManager Inc
California
$219K +$219K +3,847 New
TTWM
1305
TCV Trust & Wealth Management
Virginia
$218K -$23.6K -415 -10%
CWM
1306
Chesapeake Wealth Management
Virginia
$218K -$18.8K -331 -8%
AC
1307
Avestar Capital
New York
$218K +$35.7K +628 +20%
FWM
1308
Focused Wealth Management
New York
$216K -$48.4K -850 -18%
PMFA
1309
Plante Moran Financial Advisors
Michigan
$216K +$17.7K +311 +9%
BWCS
1310
Beirne Wealth Consulting Services
Connecticut
$215K – – –
FGAM
1311
Financial Gravity Asset Management
Texas
$215K +$683 +12 +0.3%
KWM
1312
Kingsview Wealth Management
Oregon
$215K +$215K +3,773 New
PA
1313
PFW Advisors
Georgia
$214K +$116K +2,033 New
TWA
1314
TCI Wealth Advisors
Arizona
$214K -$25.8K -454 -11%
HTHT
1315
Hemenway Trust Hemenway Trust
New Hampshire
$214K – – –
MIC
1316
Meridian Investment Counsel
California
$214K – – –
GC
1317
Grimes & Company
Massachusetts
$213K +$213K +3,735 New
PAI
1318
Pittenger & Anderson Inc
Nebraska
$212K -$59.6K -1,048 -22%
PL
1319
Plancorp LLC
Missouri
$211K -$14K -246 -6%
CC
1320
Cedar Capital
Illinois
$210K +$209K +3,679 New
XS
1321
XR Securities
Illinois
$210K +$209K +3,681 New
FDS
1322
First Dallas Securities
Texas
$208K – – –
WANY
1323
Wealthspire Advisors (New York)
New York
$208K +$207K +3,644 New
BPWA
1324
Beacon Pointe Wealth Advisors
California
$207K -$12.9K -227 -6%
CB
1325
CNB Bank
Pennsylvania
$206K -$42.1K -739 -17%
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