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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
976
Hilltop National Bank
Wyoming
$163K – – –
CT
977
Caldwell Trust
Florida
$161K – – –
QC
978
Quent Capital
New York
$154K +$46 +1 +0%
GSEP
979
Golden State Equity Partners
California
$154K +$159K +3,437 New
WIM
980
Westside Investment Management
California
$154K – – –
PP
981
Pacifica Partners
Canada
$150K – – –
SIS
982
Sound Income Strategies
Florida
$145K -$2.29M -49,427 -94%
CH
983
Cromwell Holdings
Wyoming
$145K – – –
MCM
984
Manchester Capital Management
Vermont
$143K +$93 +2 +0.1%
HIIFS
985
Harel Insurance Investments & Financial Services
Israel
$143K +$64.1K +1,384 +76%
BBHC
986
Brown Brothers Harriman & Co
New York
$138K -$53.7K -1,159 -27%
BCP
987
Blue Chip Partners
Michigan
$137K +$649 +14 +0.5%
BIG
988
Brooklyn Investment Group
New York
$134K +$139K +2,996 New
GFPC
989
Global Financial Private Client
Florida
$132K – – –
PMFA
990
Plante Moran Financial Advisors
Michigan
$130K +$1.48K +32 +1%
C
991
Covestor
United Kingdom
$130K -$834 -18 -0.6%
BLC
992
Brown, Lisle/Cummings
Rhode Island
$127K +$17.5K +377 +15%
CP
993
Castleview Partners
Texas
$120K – – –
RA
994
Rise Advisors
New York
$112K +$324 +7 +0.3%
SWA
995
SOA Wealth Advisors
New York
$111K -$9.22K -199 -7%
FP
996
Financial Perspectives
Minnesota
$108K – – –
NFSG
997
Newbridge Financial Services Group
Florida
$106K +$139 +3 +0.1%
CSWM
998
Cassady Schiller Wealth Management
Ohio
$101K – – –
CWA
999
Carolina Wealth Advisors
South Carolina
$98.4K +$1.76K +38 +2%
HGERS
1000
Householder Group Estate & Retirement Specialist
Arizona
$98K -$46.3K -1,000 -31%
38 39
40
41 42