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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
RKL Wealth Management
Pennsylvania
$254K -$115 -1 -0%
XS
852
XML Securities
Maryland
$254K +$250K +2,180 New
BCWM
853
Blue Chip Wealth Management
Florida
$253K +$250K +2,178 New
BBP
854
Banco BTG Pactual
Brazil
$252K -$81K -705 -25%
NAM
855
North American Management
Massachusetts
$252K – – –
TF
856
Tompkins Financial
New York
$251K – – –
TCM
857
Traynor Capital Management
Pennsylvania
$248K +$246K +2,138 New
DDC
858
DF Dent & Co
Maryland
$245K – – –
MA
859
Mutual Advisors
Nebraska
$245K +$242K +2,106 New
OWD
860
Osborn Williams & Donohoe
Ohio
$244K – – –
AIA
861
Allegis Investment Advisors
Idaho
$241K -$16.1K -140 -6%
AP
862
Appleton Partners
Massachusetts
$240K -$17K -148 -7%
IAA
863
Independent Advisor Alliance
North Carolina
$234K +$13.9K +121 +6%
AF
864
Allworth Financial
California
$233K -$230 -2 -0.1%
AC
865
Alley Company
Illinois
$233K – – –
NWS
866
Newport Wealth Strategies
California
$232K +$2.53K +22 +1%
LWAC
867
Laurel Wealth Advisors (California)
California
$231K +$228K +1,987 New
CPIA
868
Cornell Pochily Investment Advisors
New York
$230K +$227K +1,980 New
VFA
869
Valeo Financial Advisors
Indiana
$227K +$119K +1,038 +113%
FPFS
870
First Personal Financial Services
North Carolina
$225K -$81.9K -713 -27%
ST
871
Sabal Trust
Florida
$224K +$221K +1,926 New
PT
872
Plimoth Trust
Massachusetts
$223K +$220K +1,920 New
HCM
873
Hengehold Capital Management
Ohio
$220K -$7.58K -66 -3%
VNA
874
Valley National Advisers
Pennsylvania
$220K +$109K +945 +99%
SWA
875
Sutton Wealth Advisors
Florida
$216K – – –
33 34
35
36 37