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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1676
Anfield Capital Management
California
$133K – – –
FBB
1677
Fulton Breakefield Broenniman
Maryland
$133K +$123K +2,032 New
WC
1678
Whitney & Co
New York
$133K +$123K +2,034 New
CWM
1679
Cahaba Wealth Management
Georgia
$133K +$123K +2,038 New
MFG
1680
Merit Financial Group
Georgia
$132K +$123K +2,023 New
PWM
1681
Palumbo Wealth Management
New York
$132K +$123K +2,023 New
G
1682
GenTrust
Florida
$132K +$128K +2,115 New
FEG
1683
Fund Evaluation Group
Ohio
$131K – – –
LWM
1684
Liberty Wealth Management
California
$130K – – –
SAM
1685
S.A. Mason
Michigan
$128K -$6.06K -100 -5%
BAMG
1686
Brand Asset Management Group
Missouri
$126K – – –
HWMA
1687
Heritage Wealth Management (Arizona)
Arizona
$126K +$117K +1,933 New
FP
1688
Financial Perspectives
Minnesota
$124K -$11.3K -186 -9%
CA
1689
Centerpoint Advisors
Massachusetts
$123K – – –
WLPWM
1690
Walled Lake Planning & Wealth Management
Illinois
$122K -$1.51K -25 -1%
TCM
1691
TD Capital Management
Tennessee
$122K – – –
MS
1692
Maven Securities
Jersey
$122K +$113K +1,863 New
FPS
1693
Fieldpoint Private Securities
Connecticut
$120K +$86.2K +1,423 +345%
AWM
1694
Avondale Wealth Management
Texas
$118K +$91.2K +1,505 +500%
NSB
1695
Norway Savings Bank
Maine
$116K -$3.03K -50 -3%
JMF
1696
Johnson Midwest Financial
Iowa
$116K +$61 +1 +0.1%
HI
1697
Hoey Investments
Pennsylvania
$115K -$961K -15,866 -90%
GCM
1698
Gables Capital Management
Florida
$115K – – –
SCM
1699
Silvant Capital Management
Georgia
$114K – – –
MPWT
1700
MassMutual Private Wealth & Trust
Connecticut
$113K +$1.51K +25 +1%
66 67
68
69 70