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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
876
Citizens Financial Group
Rhode Island
$279K -$5.17K -105 -2%
QWP
877
Quotient Wealth Partners
Texas
$278K -$21.8K -442 -7%
CWM
878
Challenger Wealth Management
California
$277K +$291K +5,900 New
FRA
879
Frank Rimerman Advisors
California
$277K +$32.6K +662 +13%
SWA
880
Stratos Wealth Advisors
Ohio
$276K -$1.04M -21,103 -78%
IAS
881
Insigneo Advisory Services
Florida
$276K +$25.6K +519 +10%
CTC
882
Central Trust Company
Missouri
$275K +$542 +11 +0.2%
WC
883
Wynn Capital
Georgia
$275K -$51.7K -1,050 -15%
PMAM
884
Picton Mahoney Asset Management
Ontario, Canada
$275K -$11.5M -232,627 -98%
C
885
Certuity
Florida
$274K -$690 -14 -0.2%
SAI
886
Systematic Alpha Investments
New Jersey
$274K – – –
MIS
887
Morningstar Investment Services
Illinois
$274K -$235K -4,759 -45%
WA
888
Wealth Alliance
New York
$273K -$27.3K -554 -9%
FCG
889
Fielder Capital Group
Tennessee
$273K +$286K +5,801 New
HP
890
Holistic Planning
Texas
$272K +$1.08K +22 +0.4%
HIC
891
Holderness Investments Company
North Carolina
$271K – – –
ACIM
892
Azimuth Capital Investment Management
Michigan
$270K +$88.5K +1,796 +45%
CSA
893
Cornerstone Select Advisors
Missouri
$268K -$16.9K -343 -6%
PTC
894
Petrus Trust Company
Texas
$265K +$48.6K +986 +21%
PCS
895
Personal CFO Solutions
New Jersey
$264K +$51.8K +1,051 +23%
IFG
896
Independent Financial Group
California
$264K +$276K +5,608 New
JHCP
897
Jackson Hole Capital Partners
Oklahoma
$264K – – –
FI
898
Fractal Investments
Connecticut
$263K – – –
AA
899
Alta Advisers
United Kingdom
$262K +$275K +5,572 New
STCOSD
900
Sageworth Trust Company of South Dakota
South Dakota
$262K +$274K +5,567 New
34 35
36
37 38