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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1101
Boston Financial Management
Massachusetts
$327K – – –
WTC
1102
WhitTier Trust Company
Nevada
$327K +$10K +50 +4%
IWC
1103
Integrated Wealth Concepts
Massachusetts
$326K +$260K +1,298 New
QP
1104
Quilter Plc
United Kingdom
$324K -$293K -1,466 -53%
AGA
1105
Arkos Global Advisors
Texas
$322K -$70K -350 -21%
HFRG
1106
Houlihan Financial Resource Group
Virginia
$321K +$240K +1,200 New
RWP
1107
RWA Wealth Partners
Massachusetts
$320K +$255K +1,274 New
KPCM
1108
Kings Point Capital Management
New York
$319K +$140K +700 +123%
NG
1109
Northstar Group
New York
$319K +$253K +1,266 New
FMC
1110
First Merchants Corp
Indiana
$318K +$253K +1,264 New
AFP
1111
Ausdal Financial Partners
Iowa
$318K +$253K +1,265 New
DFG
1112
Demars Financial Group
Washington
$318K +$253K +1,265 New
AWM
1113
Altium Wealth Management
New York
$315K +$250K +1,252 New
MM
1114
Meridian Management
Arkansas
$315K +$250K +1,252 New
CT
1115
Coastline Trust
Rhode Island
$315K +$251K +1,253 New
CA
1116
Calton & Associates
Florida
$315K +$251K +1,254 New
AA
1117
Ancora Advisors
Ohio
$314K – – –
LBC
1118
Lowe Brockenbrough & Co
Virginia
$314K +$250K +1,248 New
GIA
1119
Gladstone Institutional Advisory
Florida
$314K +$250K +1,249 New
FCB
1120
First Command Bank
Texas
$312K -$20K -100 -7%
FCFS
1121
First Command Financial Services
Texas
$312K -$20K -100 -7%
PL
1122
Plancorp LLC
Missouri
$312K +$248K +1,241 New
MMA
1123
Miracle Mile Advisors
California
$306K +$243K +1,216 New
CWM
1124
Cornerstone Wealth Management
Missouri
$306K +$243K +1,217 New
LWCFA
1125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K -$25K -125 -9%
43 44
45
46 47