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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
876
Caldwell Trust
Florida
$46.9K – – –
FFA
877
Founders Financial Alliance
North Carolina
$46K +$2.45K +48 +5%
PFGIA
878
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$25.5K -500 -36%
ZB
879
Zions Bancorporation
Utah
$45K +$664 +13 +1%
PWM
880
Perigon Wealth Management
California
$45K +$46.2K +905 New
LC
881
Lindbrook Capital
California
$44K -$664 -13 -1%
TCM
882
Tradewinds Capital Management
Washington
$44K – – –
GWS
883
Glassman Wealth Services
Virginia
$44K +$8.94K +175 +25%
AWM
884
AllSquare Wealth Management
New York
$43K – – –
WLPWM
885
Walled Lake Planning & Wealth Management
Illinois
$42K +$51 +1 +0.1%
RWG
886
Regal Wealth Group
California
$42K +$102 +2 +0.2%
FWM
887
FSA Wealth Management
Massachusetts
$40K +$40.8K +800 New
MMG
888
Monetary Management Group
Missouri
$40K +$40.8K +800 New
MA
889
MCF Advisors
Kentucky
$39K – – –
IHWM
890
Iron Horse Wealth Management
Iowa
$38K +$38.3K +750 New
MC
891
Maverick Capital
Texas
$37K -$636K -12,449 -94%
GAM
892
Gemmer Asset Management
California
$37K – – –
FMII
893
Farmers & Merchants Investments Inc
Nebraska
$35K -$12.8K -250 -26%
FMB
894
Field & Main Bank
Kentucky
$35K – – –
MWC
895
MBM Wealth Consultants
Missouri
$35K – – –
AIC
896
Archer Investment Corporation
Indiana
$34.2K – – –
SIC
897
Salem Investment Counselors
North Carolina
$34K – – –
NR
898
Newfound Research
Massachusetts
$34K +$34.4K +674 New
HFA
899
Hoover Financial Advisors
Pennsylvania
$33K +$30.2K +592 New
OC
900
Oakworth Capital
Alabama
$32K -$2.14K -42 -6%
34 35
36
37 38