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Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
2201
Smart Portfolios LLC
Washington
$251K – – –
SFFS
2202
Stonehage Fleming Financial Services
Jersey
$247K -$127K -2,500 -35%
AWM
2203
Alterna Wealth Management
Texas
$245K -$2.17M -42,756 -90%
GSC
2204
G&S Capital
Colorado
$245K – – –
SAM
2205
Security Asset Management
New York
$245K – – –
CW
2206
CreativeOne Wealth
Kansas
$244K +$231K +4,552 New
LIA
2207
LBMC Investment Advisors
Tennessee
$243K -$103K -2,022 -31%
FCT
2208
Family Capital Trust
Massachusetts
$242K – – –
WP
2209
WealthShield Partners
North Carolina
$242K +$229K +4,509 New
UTC
2210
Unified Trust Company
Kentucky
$241K -$28.8K -567 -11%
ARG
2211
Advisory Resource Group
Oklahoma
$241K +$272K +5,366 New
MFW
2212
Meristem Family Wealth
Minnesota
$240K -$16.9K -333 -7%
TWM
2213
Tolleson Wealth Management
Texas
$239K – – –
BWA
2214
Burt Wealth Advisors
Maryland
$239K +$101 +2 +0%
ACM
2215
Advisors Capital Management
New Jersey
$239K +$223K +4,389 New
ZF
2216
Zhang Financial
Michigan
$239K +$226K +4,449 New
EI
2217
Ellevest Inc
New York
$238K -$32.5K -641 -13%
FAN
2218
Financial Advisors Network
California
$238K +$274K +5,405 New
MIH
2219
Madison Investment Holdings
Wisconsin
$237K -$4.51K -89 -2%
RMSCM
2220
R.M. Sincerbeaux Capital Management
New York
$236K – – –
AC
2221
Alley Company
Illinois
$234K -$4.87K -96 -2%
EIP
2222
Ellis Investment Partners
Pennsylvania
$234K +$304 +6 +0.1%
BA
2223
Birinyi Associates
Connecticut
$231K -$152K -3,000 -41%
GWMIA
2224
Global Wealth Management Investment Advisory
Florida
$231K -$68K -1,340 -24%
IA
2225
Independence Advisors
Pennsylvania
$230K -$406 -8 -0.2%
87 88
89
90 91