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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1301
WrapManager Inc
California
$219K +$219K +3,847 New
TTWM
1302
TCV Trust & Wealth Management
Virginia
$218K -$23.6K -415 -10%
CWM
1303
Chesapeake Wealth Management
Virginia
$218K -$18.8K -331 -8%
AC
1304
Avestar Capital
New York
$218K +$35.7K +628 +20%
FWM
1305
Focused Wealth Management
New York
$216K -$48.4K -850 -18%
PMFA
1306
Plante Moran Financial Advisors
Michigan
$216K +$17.7K +311 +9%
BWCS
1307
Beirne Wealth Consulting Services
Connecticut
$215K – – –
FGAM
1308
Financial Gravity Asset Management
Texas
$215K +$683 +12 +0.3%
KWM
1309
Kingsview Wealth Management
Oregon
$215K +$215K +3,773 New
PA
1310
PFW Advisors
Georgia
$214K +$116K +2,033 New
TWA
1311
TCI Wealth Advisors
Arizona
$214K -$25.8K -454 -11%
HTHT
1312
Hemenway Trust Hemenway Trust
New Hampshire
$214K – – –
MIC
1313
Meridian Investment Counsel
California
$214K – – –
GC
1314
Grimes & Company
Massachusetts
$213K +$213K +3,735 New
PAI
1315
Pittenger & Anderson Inc
Nebraska
$212K -$59.6K -1,048 -22%
PL
1316
Plancorp LLC
Missouri
$211K -$14K -246 -6%
CC
1317
Cedar Capital
Illinois
$210K +$209K +3,679 New
XS
1318
XR Securities
Illinois
$210K +$209K +3,681 New
FDS
1319
First Dallas Securities
Texas
$208K – – –
WANY
1320
Wealthspire Advisors (New York)
New York
$208K +$207K +3,644 New
BPWA
1321
Beacon Pointe Wealth Advisors
California
$207K -$12.9K -227 -6%
CB
1322
CNB Bank
Pennsylvania
$206K -$42.1K -739 -17%
BDWM
1323
Brewin Dolphin Wealth Management
Ireland
$205K – – –
ACP
1324
Aveo Capital Partners
Colorado
$205K -$3.53K -62 -2%
BCA
1325
Bay Colony Advisors
Massachusetts
$204K – – –
51 52
53
54 55