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Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1101
Adell Harriman & Carpenter
Texas
$238K – – –
CWM
1102
Connecticut Wealth Management
Connecticut
$237K -$20.5K -384 -6%
VWA
1103
VERITY Wealth Advisors
United States
$237K -$10.7K -201 -3%
RWP
1104
RWA Wealth Partners
Massachusetts
$237K -$7.3K -137 -2%
PIMG
1105
Patriot Investment Management Group
Tennessee
$236K +$16.8K +316 +6%
PPP
1106
Private Portfolio Partners
New Jersey
$235K -$20.4K -382 -6%
TA
1107
Tiedemann Advisors
New York
$235K +$31K +581 +11%
MIH
1108
Meitav Investment House
Israel
$234K -$866K -16,251 -73%
APP
1109
Avantax Planning Partners
Iowa
$234K -$11.9K -223 -4%
IRC
1110
Investors Research Corp
Georgia
$234K -$1.87K -35 -0.6%
DTC
1111
Davidson Trust Company
Washington
$234K +$10.7K +200 +3%
SFI
1112
SPC Financial Inc
Maryland
$234K +$12.8K +240 +4%
HB
1113
Homrich & Berg
Georgia
$233K -$123K -2,300 -28%
WAAG
1114
Wealth Alliance Advisory Group
Kansas
$233K -$1.07K -20 -0.3%
FMTC
1115
Farmers & Merchants Trust Company
California
$233K +$27.8K +521 +10%
MWP
1116
Moller Wealth Partners
$232K – – –
AFM
1117
Abbot Financial Management
Massachusetts
$232K +$76.8K +1,441 +33%
CWM
1118
Centric Wealth Management
Illinois
$232K +$292K +5,469 New
CCM
1119
Condor Capital Management
New Jersey
$231K -$480 -9 -0.2%
FCBT
1120
First Citizens Bank & Trust
North Carolina
$231K +$12K +225 +4%
TNB
1121
TCF National Bank
South Dakota
$231K +$116K +2,178 +60%
AWM
1122
Altavista Wealth Management
North Carolina
$230K -$170K -3,182 -35%
FWSM
1123
First Wilshire Securities Management
California
$230K – – –
WDA
1124
Wendell David Associates
New Hampshire
$230K – – –
UAS
1125
United Asset Strategies
New York
$230K +$37K +693 +14%
43 44
45
46 47