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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1501
TrinityPoint Wealth
Connecticut
$83K +$13.6K +402 +20%
CMANY
1502
Capital Management Associates (New York)
New York
$82K -$18.2K -541 -18%
TW
1503
Towerpoint Wealth
California
$82K -$1.01K -30 -1%
AIS
1504
American Investment Services
Massachusetts
$82K – – –
QWM
1505
QP Wealth Management
New Jersey
$82K – – –
IC
1506
IEQ Capital
California
$81K -$339K -10,055 -81%
MSA
1507
Marino Stram & Associates
Massachusetts
$81K -$1.75K -52 -2%
M
1508
MOTCO
Texas
$81K +$2.77K +82 +4%
FCH
1509
Freestone Capital Holdings
Washington
$81K +$9.31K +276 +13%
NGA
1510
Naples Global Advisors
Florida
$81K +$80.6K +2,391 New
AA
1511
Argent Advisors
Louisiana
$81K +$81.1K +2,404 New
GCAC
1512
Guardian Capital Advisors (Canada)
Ontario, Canada
$81K +$111K +3,290 New
ACA
1513
Aptus Capital Advisors
Alabama
$80K -$8.94K -265 -10%
SFA
1514
Souders Financial Advisors
Ohio
$80K -$1.72K -51 -2%
LA
1515
LexAurum Advisors
Kansas
$80K +$2.9K +86 +4%
PP
1516
PDS Planning
Ohio
$80K +$11.9K +352 +18%
P
1517
Pitcairn
Pennsylvania
$79K -$247K -7,325 -76%
RFM
1518
Royal Fund Management
Florida
$79K -$29.3K -870 -27%
TFF
1519
The Family Firm
Maryland
$79K -$8.87K -263 -10%
HFA
1520
High Falls Advisors
New York
$79K -$3.17K -94 -4%
OIA
1521
Optimum Investment Advisors
Illinois
$79K -$641 -19 -0.8%
DW
1522
Domani Wealth
Pennsylvania
$79K – – –
PCM
1523
Palisade Capital Management
New Jersey
$79K – – –
RW
1524
REDW Wealth
New Mexico
$79K +$2.7K +80 +4%
FAB
1525
First American Bank
Illinois
$79K +$77.8K +2,307 New
59 60
61
62 63