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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1376
Certified Advisory Corp
Florida
$232K +$1.16K +4 +0.5%
PCS
1377
Personal CFO Solutions
New Jersey
$232K -$429K -1,479 -64%
9WM
1378
9258 Wealth Management
Ohio
$232K +$290 +1 +0.1%
MCA
1379
MSH Capital Advisors
Arizona
$232K -$4.36K -15 -2%
GI
1380
GAMCO Investors
Connecticut
$231K +$245K +843 New
LWM
1381
Lyell Wealth Management
California
$230K – – –
CF
1382
Centaurus Financial
California
$230K -$4.94K -17 -2%
VV
1383
Verity & Verity
South Carolina
$230K – – –
RIM
1384
Reliant Investment Management
Tennessee
$230K – – –
FPCP
1385
Fort Point Capital Partners
California
$230K +$3.19K +11 +1%
RTC
1386
Riverview Trust Company
Washington
$230K +$29K +100 +14%
FRA
1387
Front Row Advisors
California
$228K -$1.45K -5 -0.6%
SAM
1388
Secure Asset Management
Michigan
$228K +$15.7K +54 +7%
FAM
1389
Formidable Asset Management
Ohio
$228K -$20.3K -70 -8%
EAM
1390
Evanson Asset Management
California
$227K – – –
TSWM
1391
Triangle Securities Wealth Management
North Carolina
$226K – – –
PWPS
1392
Pinnacle Wealth Planning Services
Ohio
$226K -$2.9K -10 -1%
SBIA
1393
Sheaff Brock Investment Advisors
Indiana
$226K – – –
EFSCE
1394
Enterprise Financial Services Corp (EFSC)
Missouri
$225K +$2.03K +7 +0.9%
BFM
1395
Boston Financial Management
Massachusetts
$223K -$290 -1 -0.1%
BP
1396
BBR Partners
New York
$223K – – –
MAM
1397
Marquette Asset Management
Minnesota
$222K +$235K +810 New
CA
1398
CoreCap Advisors
Michigan
$221K -$38.9K -134 -14%
WAL
1399
W Advisors LLC
Tennessee
$221K +$581 +2 +0.2%
PWM
1400
Palumbo Wealth Management
New York
$221K +$1.45K +5 +0.6%
54 55
56
57 58