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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
776
Private Trust Company
Ohio
$321K +$65.1K +918 +27%
PPWP
777
Premier Path Wealth Partners
New Jersey
$320K +$2.34K +33 +0.8%
GWCM
778
Godshalk Welsh Capital Management
Pennsylvania
$320K – – –
LJAC
779
L.J. Altfest & Co
New York
$319K +$304K +4,288 New
BPA
780
Beacon Pointe Advisors
California
$315K -$70.4K -993 -19%
FFS
781
Founders Financial Securities
Maryland
$314K -$87.4K -1,233 -23%
HAG
782
HighPoint Advisor Group
Illinois
$314K -$14.4K -203 -5%
HSA
783
HBK Sorce Advisory
Pennsylvania
$313K +$4.25K +60 +1%
CIAS
784
Capital Investment Advisory Services
North Carolina
$313K – – –
CNBOF
785
City National Bank of Florida
Florida
$312K +$297K +4,192 New
SW
786
Simplicity Wealth
New Jersey
$312K +$297K +4,188 New
CA
787
Crumly & Associates
Illinois
$311K -$14.1K -199 -5%
BFM
788
Boothbay Fund Management
New York
$310K +$295K +4,164 New
MCM
789
MAI Capital Management
Ohio
$309K +$78K +1,101 +36%
HCM
790
Hodges Capital Management
Texas
$305K -$2.66M -37,550 -90%
AWM
791
Ariadne Wealth Management
California
$305K +$214K +3,022 New
PP
792
PDS Planning
Ohio
$303K +$14.2K +201 +5%
CSP
793
Cary Street Partners
Virginia
$301K -$9.14K -129 -3%
LFAS
794
Level Four Advisory Services
Texas
$300K -$47.7K -673 -14%
BCM
795
Bayesian Capital Management
New York
$298K +$283K +4,000 New
MPM
796
MBB Public Markets
Illinois
$297K -$62.8K -886 -18%
MBTD
797
Mechanics Bank - Trust Department
California
$296K – – –
TB
798
Terril Brothers
Missouri
$296K +$281K +3,970 New
PWM
799
Perigon Wealth Management
California
$295K -$18.7K -264 -6%
CIM
800
Contravisory Investment Management
Massachusetts
$295K -$921 -13 -0.3%
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