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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
801
Retirement Income Solutions
Michigan
$125K -$515 -60 -0.4%
EHC
802
Everett Harris & Co
California
$125K – – –
CCM
803
Coldstream Capital Management
Washington
$124K -$14.7K -1,706 -11%
GC
804
Gilbert & Cook
Iowa
$124K +$3.79K +441 +3%
FHC
805
First Heartland Consultants
Missouri
$124K +$3.92K +456 +3%
ONST
806
Old North State Trust
North Carolina
$123K – – –
CCM
807
Covington Capital Management
California
$122K -$79K -9,200 -40%
SWMG
808
Strategic Wealth Management Group
Maryland
$122K -$5.65K -658 -5%
BCA
809
Bray Capital Advisors
Florida
$122K – – –
GRP
810
Global Retirement Partners
California
$121K -$1.17K -136 -1%
AW
811
Alpha Windward
Massachusetts
$121K +$5K +582 +4%
MYIA
812
Mount Yale Investment Advisors
Colorado
$121K +$5.45K +634 +5%
BSW
813
Buckingham Strategic Wealth
Missouri
$119K +$11.1K +1,289 +11%
NNP
814
Nachman Norwood & Parrott
South Carolina
$119K +$17.2K +2,000 +17%
WTC
815
WhitTier Trust Company
Nevada
$119K +$103K +12,000 +777%
UAS
816
United Asset Strategies
New York
$119K +$117K +13,574 New
CMANY
817
Capital Management Associates (New York)
New York
$117K – – –
LW
818
Linscomb Wealth
Texas
$117K +$115K +13,338 New
FBA
819
Front Barnett Associates
Illinois
$116K – – –
BPA
820
Beacon Pointe Advisors
California
$116K +$8.6K +1,001 +8%
GFP
821
Gryphon Financial Partners
Ohio
$115K -$10.7K -1,251 -9%
SBSB
822
Sullivan, Bruyette, Speros & Blaney
Virginia
$115K +$52 +6 +0%
DT
823
Diversified Trust
Tennessee
$115K +$249 +29 +0.2%
BBNA
824
Bremer Bank National Association
Minnesota
$114K +$93.4K +10,880 New
BRWM
825
B. Riley Wealth Management
Tennessee
$114K +$111K +12,982 New
31 32
33
34 35