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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
2201
TrustCore Financial Services
Tennessee
$419K -$2.92K -61 -0.6%
IDBONY
2202
Israel Discount Bank of New York
New York
$419K +$46.5K +972 +11%
FMN
2203
Financial Management Network
California
$418K +$469K +9,803 New
SPWM
2204
Schrum Private Wealth Management
Florida
$417K -$13.6K -285 -3%
B
2205
Bellecapital
Switzerland
$416K -$267K -5,586 -36%
PTP
2206
Platform Technology Partners
New York
$414K -$13.5K -281 -3%
CG
2207
Clarus Group
Texas
$413K -$23.7K -495 -5%
IFS
2208
Ifrah Financial Services
Arkansas
$412K -$272K -5,674 -37%
CG
2209
Carmignac Gestion
France
$412K -$185K -3,871 -29%
BBW
2210
Blue Barn Wealth
Utah
$412K +$268K +5,604 +138%
RWM
2211
RKL Wealth Management
Pennsylvania
$411K +$45.8K +956 +11%
TCM
2212
Tandem Capital Management
New Jersey
$410K – – –
PPP
2213
Private Portfolio Partners
New Jersey
$409K +$7.56K +158 +2%
SIG
2214
Spinnaker Investment Group
California
$409K -$31.1K -650 -6%
PWMG
2215
Prestige Wealth Management Group
New Jersey
$408K +$280K +5,856 +158%
NRS
2216
Neville Rodie & Shaw
New York
$407K – – –
DCM
2217
Dimension Capital Management
Florida
$407K +$5.79K +121 +1%
3F
2218
360 Financial
Minnesota
$405K +$335 +7 +0.1%
TI
2219
Truepoint Inc
Ohio
$403K +$453K +9,453 New
ICP
2220
Interchange Capital Partners
Pennsylvania
$402K -$16K -334 -3%
MGWM
2221
Marks Group Wealth Management
Minnesota
$398K +$30K +626 +7%
HHGA
2222
Halbert Hargrove Global Advisors
California
$396K -$66K -1,379 -13%
VCM
2223
Virtue Capital Management
Tennessee
$394K -$827K -17,284 -65%
KCM
2224
Kathmere Capital Management
Pennsylvania
$394K -$227K -4,748 -34%
RIM
2225
Reliant Investment Management
Tennessee
$394K – – –
87 88
89
90 91