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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1351
Barrett & Company
Rhode Island
$741K -$17.2K -242 -3%
FCH
1352
Freestone Capital Holdings
Washington
$735K -$39.4K -554 -6%
MFC
1353
Mechanics Financial Corp
Ohio
$733K +$24.1K +339 +4%
CC
1354
Copperleaf Capital
North Carolina
$730K +$282K +3,956 +75%
RIA
1355
Realta Investment Advisors
Delaware
$729K -$58.6K -823 -8%
WBCM
1356
Wilson & Boucher Capital Management
California
$729K – – –
CST
1357
Charles Schwab Trust
Nevada
$719K -$27.2K -382 -4%
CPW
1358
Cove Private Wealth
New York
$719K +$648K +9,104 New
SSA
1359
Sierra Summit Advisors
Nevada
$718K +$647K +9,091 New
PP
1360
Patten & Patten
Tennessee
$714K +$5.41K +76 +0.8%
IAS
1361
Insigneo Advisory Services
Florida
$714K +$3.35K +47 +0.5%
LC
1362
Lindbrook Capital
California
$712K +$167K +2,351 +35%
LFM
1363
LGT Fund Management
Liechtenstein
$711K – – –
LCWP
1364
Legacy Capital Wealth Partners
Arkansas
$709K -$75.1K -1,055 -11%
ST
1365
Smithfield Trust
Pennsylvania
$708K -$8.4K -118 -1%
CWM
1366
Concentric Wealth Management
California
$708K -$3.43M -48,228 -84%
TA
1367
Tectonic Advisors
Texas
$706K +$35.9K +504 +6%
UCB
1368
United Community Bank
South Carolina
$705K +$415K +5,826 +188%
VF
1369
VitalStone Financial
Texas
$703K +$612K +8,599 +2,819%
GI
1370
GS Investments
Minnesota
$699K – – –
CIP
1371
Convergence Investment Partners
Florida
$697K +$68.3K +960 +12%
SP
1372
Symmetry Partners
Connecticut
$695K -$400K -5,621 -39%
FAM
1373
Formidable Asset Management
Ohio
$694K -$46.5K -653 -7%
PWA
1374
Providence Wealth Advisors
Illinois
$694K +$295K +4,143 +48%
HAS
1375
HBW Advisory Services
California
$693K +$21.4K +301 +4%
53 54
55
56 57