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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2176
Halbert Hargrove Global Advisors
California
$438K -$17.8K -297 -4%
PWM
2177
Paulson Wealth Management
Illinois
$438K -$9.63K -161 -2%
ML
2178
McAdam LLC
Pennsylvania
$438K +$658 +11 +0.2%
RIS
2179
Retirement Income Solutions
Michigan
$437K +$5.56K +93 +1%
FFA
2180
Fragasso Financial Advisors
Pennsylvania
$436K -$225K -3,760 -29%
CAM
2181
CenterStar Asset Management
Illinois
$436K – – –
VCM
2182
Vigilant Capital Management
Maine
$436K +$18.5K +309 +4%
SS
2183
Sunbelt Securities
Texas
$436K +$113K +1,884 +35%
GFP
2184
Gryphon Financial Partners
Ohio
$435K -$122K -2,034 -22%
BL
2185
Balentine LLC
Georgia
$434K +$70.9K +1,186 +20%
HIS
2186
Horizon Investment Services
Indiana
$433K +$69.6K +1,164 +19%
CA
2187
Continuum Advisory
Idaho
$432K -$27.7K -463 -6%
CAC
2188
Certified Advisory Corp
Florida
$431K +$34.6K +579 +9%
ZF
2189
Zhang Financial
Michigan
$430K +$4.49K +75 +1%
BWP
2190
BSW Wealth Partners
Colorado
$430K +$10.3K +173 +2%
RHJA
2191
Rice Hall James & Associates
California
$425K – – –
MHR
2192
Matthew Hamilton Rosenberg
$425K +$28.5K +476 +7%
PWAG
2193
Polaris Wealth Advisory Group
California
$424K -$24.8M -415,324 -98%
AWM
2194
Avior Wealth Management
Nebraska
$420K +$29K +485 +7%
HI
2195
Hoey Investments
Pennsylvania
$419K -$191K -3,197 -31%
MFG
2196
Merit Financial Group
Georgia
$418K +$7.29K +122 +2%
LCS
2197
Levin Capital Strategies
New York
$417K -$44.8K -750 -10%
MAA
2198
Mraz Amerine & Associates
California
$415K -$23.9K -400 -5%
TFO
2199
Tarbox Family Office
California
$415K -$8.85K -148 -2%
SWM
2200
Segment Wealth Management
Texas
$414K – – –
86 87
88
89 90