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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1926
Novare Capital Management
North Carolina
$303K -$41.5K -310 -12%
TCM
1927
Triumph Capital Management
Colorado
$303K +$309K +2,312 New
FFA
1928
Farther Finance Advisors
California
$302K +$40.1K +300 +15%
FMN
1929
Financial Management Network
California
$302K +$5.49K +41 +2%
MWM
1930
Merriman Wealth Management
Washington
$302K +$40.5K +303 +15%
GITFIT
1931
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$302K +$308K +2,300 New
HFG
1932
Heron Financial Group
New York
$301K – – –
VNA
1933
Valley National Advisers
Pennsylvania
$301K -$118K -885 -27%
BMM
1934
Buffington Mohr McNeal
Idaho
$298K – – –
MSWM
1935
McGlone Suttner Wealth Management
Wisconsin
$298K +$16.3K +122 +6%
HAC
1936
Harbor Advisory Corp
New Hampshire
$298K – – –
PWM
1937
Paulson Wealth Management
Illinois
$297K +$13.4K +100 +5%
LAM
1938
L2 Asset Management
Massachusetts
$296K -$464K -3,470 -61%
PAM
1939
Peak Asset Management
Colorado
$296K +$134 +1 +0%
FCA
1940
FinTrust Capital Advisors
South Carolina
$296K – – –
FL
1941
Fort LP
Maryland
$295K -$120K -895 -28%
DG
1942
DMC Group
Alabama
$295K +$8.03K +60 +3%
GSIAS
1943
Garden State Investment Advisory Services
New Jersey
$295K -$24.9K -186 -8%
BAMG
1944
Brand Asset Management Group
Missouri
$294K – – –
EBA
1945
Eagle Bay Advisors
New York
$293K -$29.7K -222 -9%
CWM
1946
Castle Wealth Management
Florida
$293K +$55.7K +416 +23%
T
1947
TCWP
Ohio
$292K +$5.49K +41 +2%
LCM
1948
Leisure Capital Management
California
$292K -$134 -1 -0%
CA
1949
Cambridge Advisors
Nebraska
$292K +$20.7K +155 +7%
ARC
1950
Advisor Resource Council
Texas
$291K +$299K +2,234 New
76 77
78
79 80