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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
976
Purus Wealth Management
California
$213K +$830 +72 +0.4%
CIP
977
Convergence Investment Partners
Florida
$213K +$47.4K +4,113 +30%
RC
978
Reik & Co
New York
$213K – – –
CB
979
Chris Bulman
California
$212K +$10.9K +949 +6%
BIG
980
Brookwood Investment Group
Arizona
$212K +$38.6K +3,353 +23%
GS
981
GWN Securities
Florida
$212K -$5.36K -465 -3%
EGA
982
E&G Advisors
Texas
$210K -$50.7K -4,400 -20%
WMA
983
West Michigan Advisors
Michigan
$210K +$202K +17,559 New
CFS
984
CRA Financial Services
New Jersey
$210K +$3.15K +273 +2%
PGWM
985
Pitti Group Wealth Management
New York
$209K -$169K -14,696 -46%
LWCFA
986
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K -$6.8K -590 -3%
TFS
987
Thoroughbred Financial Services
Tennessee
$209K +$2.09K +181 +1%
GF
988
Gries Financial
Ohio
$208K +$40K +3,475 +25%
CFP
989
Catalyst Financial Partners
Massachusetts
$206K +$5.23K +454 +3%
KCFA
990
Key Client Fiduciary Advisors
New Jersey
$206K -$1.04K -90 -0.5%
WEG
991
World Equity Group
Illinois
$205K +$5.49K +476 +3%
PL
992
Plancorp LLC
Missouri
$205K +$910 +79 +0.5%
WFI
993
West Family Investments
California
$204K – – –
MWM
994
Modera Wealth Management
New Jersey
$203K -$128K -11,152 -40%
CCMT
995
CMT Capital Markets Trading
Germany
$203K -$2.69M -233,648 -93%
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$203K +$14.5K +1,257 +8%
CWM
997
Cranbrook Wealth Management
Michigan
$202K – – –
HWM
998
Hohimer Wealth Management
Washington
$201K – – –
SWM
999
Spire Wealth Management
Virginia
$200K +$1.16K +101 +0.6%
CWM
1000
Certus Wealth Management
California
$200K – – –
38 39
40
41 42