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Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
951
Platform Technology Partners
New York
$201K +$198K +2,207 New
CFP
952
Cascade Financial Partners
California
$201K -$48.3K -538 -20%
BTI
953
Blue Trust Inc
Georgia
$200K +$57K +635 +41%
YP
954
YANKCOM Partnership
South Dakota
$195K – – –
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$188K +$2.79K +31 +2%
SS
956
Sunbelt Securities
Texas
$182K -$5.57K -62 -3%
WTC
957
WhitTier Trust Company
Nevada
$181K +$6.74K +75 +4%
PAM
958
Parvin Asset Management
South Dakota
$177K – – –
DIP
959
DT Investment Partners
Pennsylvania
$172K – – –
EI
960
EFG International
$168K -$384K -4,277 -70%
AT
961
Arlington Trust
Alabama
$162K -$14.3K -159 -8%
CH
962
Cromwell Holdings
Wyoming
$160K +$988 +11 +0.6%
SS
963
SBI Securities
Japan
$157K +$1.26K +14 +0.8%
TLA
964
Tanglewood Legacy Advisors
Texas
$155K – – –
MAM
965
Meeder Asset Management
Ohio
$152K +$141K +1,564 +1,422%
PFBT
966
Parkside Financial Bank & Trust
Missouri
$152K -$15.2K -169 -9%
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$264K -2,938 -64%
MIM
968
MTM Investment Management
South Carolina
$150K – – –
HIA
969
Harbor Investment Advisory
Maryland
$149K – – –
WSFS
970
Wilmington Savings Fund Society
Delaware
$148K -$3.59K -40 -2%
SWP
971
SIMA Wealth Partners
Virginia
$137K – – –
RIL
972
Rothschild Investment LLC
Illinois
$132K -$17.2K -192 -12%
RFP
973
Root Financial Partners
California
$128K +$12K +134 +11%
WETS
974
Wealth Enhancement Trust Services
South Dakota
$128K -$701K -7,805 -85%
TFA
975
Transamerica Financial Advisors
Florida
$125K +$13.7K +152 +12%
37 38
39
40 41