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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2351
Greenwich Wealth Management
Connecticut
$720K -$50.3K -145 -6%
DSAM
2352
Dock Street Asset Management
Florida
$720K -$13.9K -40 -2%
PFT
2353
Providence First Trust
Arizona
$718K +$17.3K +50 +2%
SAM
2354
Secure Asset Management
Michigan
$716K +$291K +839 +54%
MA
2355
MBA Advisors
Pennsylvania
$715K -$3.47K -10 -0.4%
AWM
2356
Aprio Wealth Management
Georgia
$715K +$54.1K +156 +7%
TFA
2357
Trinity Financial Advisors
Ohio
$714K -$5.9K -17 -0.7%
GCA
2358
Gradient Capital Advisors
California
$713K +$9.02K +26 +1%
MCM
2359
McRae Capital Management
New Jersey
$710K – – –
W
2360
Wealthquest
Ohio
$710K – – –
IRAG
2361
Investment Research & Advisory Group
Georgia
$709K -$34.7K -100 -4%
CIA
2362
Cladis Investment Advisory
Montana
$709K +$330K +950 +67%
GSIS
2363
Global Strategic Investment Solutions
Arizona
$708K -$156K -450 -16%
DIA
2364
Davidson Investment Advisors
Montana
$706K +$11.8K +34 +1%
PWA
2365
Peterson Wealth Advisors
Utah
$705K -$17.3K -50 -2%
AC
2366
AlphaCore Capital
California
$705K +$818K +2,357 New
FMTCOCP
2367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$704K -$182K -525 -18%
HHGA
2368
Halbert Hargrove Global Advisors
California
$703K -$17.7K -51 -2%
WIA
2369
World Investment Advisors
California
$703K -$2.77K -8 -0.3%
SFG
2370
Sunburst Financial Group
Alabama
$702K – – –
TC
2371
Trust Company
Kansas
$701K -$3.12K -9 -0.4%
NCM
2372
Noesis Capital Mangement
Florida
$700K -$1.49M -4,307 -65%
OBWG
2373
Onyx Bridge Wealth Group
New York
$700K +$38.2K +110 +5%
IDBONY
2374
Israel Discount Bank of New York
New York
$699K +$201K +580 +33%
AFAS
2375
Acorn Financial Advisory Services
Virginia
$698K – – –
93 94
95
96 97