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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2476
Towercrest Capital Management
Pennsylvania
$334K +$107 +1 +0%
GC
2477
Gilbert & Cook
Iowa
$334K +$351K +3,276 New
BWM
2478
Buckley Wealth Management
Nevada
$333K -$132K -1,230 -26%
RP
2479
Riverbridge Partners
Minnesota
$333K – – –
WWM
2480
Windsor Wealth Management
Indiana
$333K – – –
PO
2481
Private Ocean
California
$333K +$14.8K +138 +4%
FPCG
2482
Fort Pitt Capital Group
Pennsylvania
$332K -$776K -7,255 -67%
PCS
2483
Personal CFO Solutions
New Jersey
$332K -$35.4K -331 -9%
HHGA
2484
Halbert Hargrove Global Advisors
California
$332K +$34.2K +320 +10%
PWS
2485
Private Wealth Strategies
Ohio
$331K +$377K +3,519 New
WHC
2486
Wulff, Hansen & Co
California
$330K -$58.9K -550 -14%
CIP
2487
Convergence Investment Partners
Florida
$329K +$69.2K +647 +23%
NWA
2488
New World Advisors
Massachusetts
$328K +$5.89K +55 +2%
AF
2489
Affiance Financial
Minnesota
$328K +$19.6K +183 +6%
DAM
2490
Doheny Asset Management
California
$328K +$372K +3,473 New
PGA
2491
Portland Global Advisors
Maine
$327K – – –
BA
2492
Birinyi Associates
Connecticut
$325K – – –
SI
2493
Saxon Interests
Texas
$325K – – –
CFO
2494
CVA Family Office
Colorado
$325K +$69.3K +648 +23%
TC
2495
Titleist Capital
Texas
$324K -$192K -1,790 -34%
PCM
2496
Prelude Capital Management
New York
$323K -$712K -6,657 -66%
CWA
2497
Capital Wealth Alliance
Arizona
$323K -$78.8K -736 -18%
KIG
2498
Kowal Investment Group
Wisconsin
$323K +$35.9K +335 +11%
WCM
2499
Wedge Capital Management
North Carolina
$323K +$367K +3,426 New
NRI
2500
NFP Retirement Inc
California
$322K +$4.39K +41 +1%
98 99
100
101 102