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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
2201
John W. Bristol & Co
New York
$252K – – –
SPL
2202
Smart Portfolios LLC
Washington
$251K – – –
SFFS
2203
Stonehage Fleming Financial Services
Jersey
$247K -$127K -2,500 -35%
AWM
2204
Alterna Wealth Management
Texas
$245K -$2.17M -42,756 -90%
GSC
2205
G&S Capital
Colorado
$245K – – –
SAM
2206
Security Asset Management
New York
$245K – – –
CW
2207
CreativeOne Wealth
Kansas
$244K +$231K +4,552 New
LIA
2208
LBMC Investment Advisors
Tennessee
$243K -$103K -2,022 -31%
FCT
2209
Family Capital Trust
Massachusetts
$242K – – –
WP
2210
WealthShield Partners
North Carolina
$242K +$229K +4,509 New
UTC
2211
Unified Trust Company
Kentucky
$241K -$28.8K -567 -11%
ARG
2212
Advisory Resource Group
Oklahoma
$241K +$272K +5,366 New
MFW
2213
Meristem Family Wealth
Minnesota
$240K -$16.9K -333 -7%
TWM
2214
Tolleson Wealth Management
Texas
$239K – – –
BWA
2215
Burt Wealth Advisors
Maryland
$239K +$101 +2 +0%
ACM
2216
Advisors Capital Management
New Jersey
$239K +$223K +4,389 New
ZF
2217
Zhang Financial
Michigan
$239K +$226K +4,449 New
EI
2218
Ellevest Inc
New York
$238K -$32.5K -641 -13%
FAN
2219
Financial Advisors Network
California
$238K +$274K +5,405 New
MIH
2220
Madison Investment Holdings
Wisconsin
$237K -$4.51K -89 -2%
RMSCM
2221
R.M. Sincerbeaux Capital Management
New York
$236K – – –
AC
2222
Alley Company
Illinois
$234K -$4.87K -96 -2%
EIP
2223
Ellis Investment Partners
Pennsylvania
$234K +$304 +6 +0.1%
BA
2224
Birinyi Associates
Connecticut
$231K -$152K -3,000 -41%
GWMIA
2225
Global Wealth Management Investment Advisory
Florida
$231K -$68K -1,340 -24%
87 88
89
90 91