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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
901
Williams Jones Wealth Management
New York
$220K -$69.8K -1,846 -24%
CA
902
Claro Advisors
Massachusetts
$220K +$227K +6,004 New
O
903
Ossiam
France
$220K +$111K +2,930 +95%
AAB
904
ABN AMRO Bank
Netherlands
$220K +$226K +5,970 New
GSB
905
Greenfield Savings Bank
Massachusetts
$219K -$6.2K -164 -3%
LSA
906
Lion Street Advisors
Texas
$219K +$226K +5,965 New
IAS
907
Insigneo Advisory Services
Florida
$218K -$16K -424 -7%
GCM
908
Gables Capital Management
Florida
$218K – – –
HR
909
Howe & Rusling
New York
$218K +$225K +5,939 New
ATPW
910
Ashton Thomas Private Wealth
Arizona
$217K +$223K +5,909 New
APP
911
Avantax Planning Partners
Iowa
$217K +$223K +5,905 New
OWP
912
Obermeyer Wealth Partners
Colorado
$216K +$223K +5,900 New
VIM
913
Vinva Investment Management
Australia
$216K +$227K +5,994 New
PTC
914
Private Trust Company
Ohio
$215K -$48.9K -1,293 -18%
JHCP
915
Jackson Hole Capital Partners
Oklahoma
$214K -$17.2K -455 -7%
AWA
916
Arete Wealth Advisors
Illinois
$214K +$220K +5,832 New
PFGIA
917
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$36.1K -955 -14%
CAM
918
Columbia Asset Management
Michigan
$213K -$87.3K -2,310 -28%
CCP
919
Cassia Capital Partners
North Carolina
$212K +$219K +5,783 New
FCP
920
Fidelis Capital Partners
Florida
$212K +$241K +6,362 New
LFA
921
Lauterbach Financial Advisors
Texas
$212K +$218K +5,767 New
RCAG
922
Rehmann Capital Advisory Group
Michigan
$211K +$218K +5,762 New
ACM
923
Advisors Capital Management
New Jersey
$211K -$17.1M -452,282 -99%
PWM
924
Purus Wealth Management
California
$211K +$217K +5,745 New
ICG
925
InterOcean Capital Group
Tennessee
$210K +$217K +5,730 New
35 36
37
38 39