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General Motors
GM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
Apexium Financial
Texas
$375K +$343K +6,150 New
CFP
827
Catalyst Financial Partners
Massachusetts
$375K +$7.19K +129 +2%
MWM
828
Mission Wealth Management
California
$372K -$9.14K -164 -3%
MAM
829
Martingale Asset Management
Massachusetts
$369K +$338K +6,054 New
RFG
830
Range Financial Group
Oregon
$369K -$11.4K -204 -3%
PWG
831
Portside Wealth Group
Utah
$368K +$37.4K +670 +12%
PCS
832
Personal CFO Solutions
New Jersey
$368K +$25.3K +454 +8%
IAS
833
Insigneo Advisory Services
Florida
$366K +$35.1K +630 +12%
SWM
834
Sendero Wealth Management
Texas
$364K -$202K -3,620 -38%
GM
835
GeoWealth Management
Illinois
$364K +$3.9K +70 +1%
SP
836
Stablepoint Partners
Massachusetts
$362K -$11.2K -200 -3%
CI
837
Conning Inc
Connecticut
$360K – – –
FHC
838
First Horizon Corporation
Tennessee
$359K +$329K +5,893 New
RCWM
839
Royal Capital Wealth Management
Indiana
$358K +$44.9K +805 +16%
CMF
840
Counterpoint Mutual Funds
California
$358K -$24.5K -439 -7%
CA
841
Claro Advisors
Massachusetts
$358K -$10.1K -181 -3%
FMII
842
Farmers & Merchants Investments Inc
Nebraska
$357K -$13.9K -250 -4%
SAI
843
Systematic Alpha Investments
New Jersey
$355K – – –
BBHC
844
Brown Brothers Harriman & Co
New York
$354K +$127K +2,270 +64%
MA
845
MONECO Advisors
Connecticut
$353K +$323K +5,785 New
WA
846
Wealth Alliance
New York
$351K +$12.6K +226 +4%
MCC
847
Malaga Cove Capital
California
$347K -$39K -700 -11%
SIG
848
Stonegate Investment Group
Alabama
$345K +$58.8K +1,055 +23%
SAG
849
SageView Advisory Group
California
$344K +$22.8K +409 +8%
FFG
850
Fortem Financial Group
California
$344K -$5.58K -100 -2%
32 33
34
35 36