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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1076
WealthCare Investment Partners
Rhode Island
$254K -$10.6K -133 -4%
NAM
1077
NTV Asset Management
West Virginia
$254K -$715 -9 -0.3%
FMLI
1078
Fukoku Mutual Life Insurance
Japan
$254K – – –
EFM
1079
E Fund Management
China
$253K +$270K +3,398 New
MNBTD
1080
Moody National Bank Trust Division
Texas
$252K -$4.85K -61 -2%
PL
1081
PeakShares LLC
Florida
$252K +$24.8K +312 +10%
FCH
1082
Freestone Capital Holdings
Washington
$251K +$33.1K +417 +14%
CWG
1083
Cornerstone Wealth Group
North Carolina
$251K +$30K +377 +13%
PB
1084
Pinnacle Bancorp
Nebraska
$251K – – –
CIA
1085
Choate Investment Advisors
Massachusetts
$249K +$6.84K +86 +3%
RPCONE
1086
Retirement Planning Company of New England
Rhode Island
$248K -$1.11K -14 -0.4%
CM
1087
Capula Management
Cayman Islands
$247K +$264K +3,316 New
RA
1088
Riversedge Advisors
Delaware
$247K +$22.1K +278 +9%
RSWM
1089
Robertson Stephens Wealth Management
California
$246K +$3.98K +50 +2%
PAG
1090
Poinciana Advisors Group
Florida
$245K – – –
CWP
1091
Curated Wealth Partners
California
$244K -$692K -8,708 -73%
LOWM
1092
Laurel Oak Wealth Management
New Jersey
$242K +$22.1K +278 +9%
CCMG
1093
Clark Capital Management Group
Pennsylvania
$242K +$17.3K +218 +7%
CIA
1094
Cladis Investment Advisory
Montana
$242K – – –
AA
1095
Apriem Advisors
California
$241K – – –
GWS
1096
Greykasell Wealth Strategies
California
$240K – – –
TYCC
1097
Texas Yale Capital Corp
Florida
$240K – – –
LOPW
1098
Live Oak Private Wealth
North Carolina
$240K – – –
AWM
1099
Activest Wealth Management
Florida
$239K +$2.23K +28 +0.9%
HP
1100
Hartree Partners
New York
$238K +$254K +3,200 New
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