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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1326
Westshore Wealth
California
$260K -$6.1K -21 -2%
GSB
1327
Greenfield Savings Bank
Massachusetts
$259K -$49.7K -171 -15%
BS
1328
Banco Santander
Spain
$257K -$142K -490 -34%
CFP
1329
Catalyst Financial Partners
Massachusetts
$256K +$24.1K +83 +10%
WP
1330
WealthShield Partners
North Carolina
$256K +$270K +931 New
IDA
1331
Intelligence Driven Advisers
California
$254K +$29.6K +102 +12%
PPH
1332
Pure Portfolios Holdings
Oregon
$254K +$269K +927 New
GAG
1333
GM Advisory Group
New York
$253K -$950K -3,270 -78%
EWA
1334
Encompass Wealth Advisors
Oregon
$253K – – –
GCA
1335
Gradient Capital Advisors
California
$253K – – –
EWM
1336
Executive Wealth Management
Michigan
$253K +$2.03K +7 +0.8%
TF
1337
Tompkins Financial
New York
$252K -$145K -500 -35%
TA
1338
TFB Advisors
Kansas
$252K -$7.84K -27 -3%
IAN
1339
Integrated Advisors Network
Texas
$250K -$496K -1,709 -65%
BW
1340
Basepoint Wealth
Iowa
$249K -$14.2K -49 -5%
FWP
1341
Falcon Wealth Planning
California
$249K +$2.03K +7 +0.8%
OWA
1342
ORBA Wealth Advisors
Illinois
$249K – – –
CFS
1343
Commonwealth Financial Services
West Virginia
$248K +$290 +1 +0.1%
PWMG
1344
Prestige Wealth Management Group
New Jersey
$247K -$4.36K -15 -2%
PCM
1345
Poehling Capital Management
Wisconsin
$247K -$12.8K -44 -5%
SXL
1346
Summit X LLC
Missouri
$247K -$72K -248 -23%
HW
1347
Hamilton Wealth
California
$246K +$261K +900 New
HAFS
1348
Hapanowicz & Associates Financial Services
Pennsylvania
$246K – – –
PSC
1349
Portman Square Capital
United Kingdom
$245K – – –
ORC
1350
O'Rourke & Company
Massachusetts
$245K -$1.16K -4 -0.4%
52 53
54
55 56