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Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
1276
First Citizens Bank & Trust
North Carolina
$137K -$24.3K -1,967 -15%
AA
1277
Alta Advisers
United Kingdom
$135K – – –
RFS
1278
Richardson Financial Services
Massachusetts
$135K -$3.59K -290 -3%
FP
1279
Financial Perspectives
Minnesota
$135K +$62 +5 +0%
GFA
1280
Grunden Financial Advisory
Texas
$135K -$147K -11,907 -53%
EHC
1281
Everett Harris & Co
California
$134K -$37.1K -3,000 -22%
ADL
1282
Asset Dedication LLC
California
$134K +$235 +19 +0.2%
FPWM
1283
FSB Premier Wealth Management
Iowa
$134K +$668 +54 +0.5%
CWG
1284
Cornerstone Wealth Group
North Carolina
$134K -$7.92K -640 -6%
TLP
1285
Trinity Legacy Partners
Texas
$133K -$111 -9 -0.1%
JHCP
1286
Jackson Hole Capital Partners
Oklahoma
$133K +$7.36K +595 +6%
MA
1287
MJP Associates
Connecticut
$132K -$5.88K -475 -4%
FMN
1288
Financial Management Network
California
$132K +$127K +10,266 New
AF
1289
Arrow Financial
New York
$132K – – –
KWMG
1290
King Wealth Management Group
Florida
$131K +$260 +21 +0.2%
ZIG
1291
Zullo Investment Group
Pennsylvania
$131K -$30.6K -2,472 -19%
TAM
1292
Titleist Asset Management
Texas
$131K +$129K +10,410 New
BCA
1293
Bray Capital Advisors
Florida
$130K – – –
BAWC
1294
Boyce & Associates Wealth Consulting
Texas
$130K +$128K +10,375 New
CWA
1295
Canvas Wealth Advisors
Kansas
$130K -$5.57K -450 -4%
MHIC
1296
Marble Harbor Investment Counsel
Massachusetts
$130K +$128K +10,350 New
PCA
1297
Prosperity Capital Advisors
Ohio
$130K -$85.7K -6,928 -40%
BFA
1298
Bill Few Associates
Pennsylvania
$129K +$2.85K +230 +2%
LC
1299
Lindbrook Capital
California
$129K -$64.1K -5,184 -33%
HC
1300
Hourglass Capital
Texas
$129K -$12.4K -1,000 -9%
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