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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2276
Trek Financial
Arizona
$396K +$61.7K +1,036 +20%
TF
2277
TimeScale Financial
Massachusetts
$395K +$1.67K +28 +0.5%
WWM
2278
Wolff Wiese Magana
California
$395K +$38.4K +644 +12%
WHG
2279
Westwood Holdings Group
Texas
$394K – – –
FB
2280
First Bancorp
Maine
$394K +$367K +6,151 New
LC
2281
Lincoln Capital
Nebraska
$392K -$8.94K -150 -2%
FWM
2282
Fairhaven Wealth Management
Illinois
$391K +$26K +437 +8%
DWM
2283
Denver Wealth Management
Colorado
$391K +$470K +7,879 New
EDRH
2284
Edmond de Rothschild Holding
Switzerland
$390K – – –
AL
2285
ADE LLC
Maryland
$389K – – –
HI
2286
Hoey Investments
Pennsylvania
$386K -$57.9K -971 -14%
DWP
2287
Destiny Wealth Partners
Florida
$386K -$11.3K -190 -3%
TGAM
2288
TBH Global Asset Management
Tennessee
$385K – – –
KFI
2289
Key Financial Inc
Pennsylvania
$385K +$9.24K +155 +3%
FIA
2290
FNY Investment Advisers
New York
$384K -$185K -3,100 -34%
M
2291
MOTCO
Texas
$384K -$74.3K -1,246 -17%
VC
2292
Veracity Capital
Georgia
$384K -$5.3K -89 -1%
ACM
2293
Alethea Capital Management
Washington
$384K – – –
SW
2294
SlateStone Wealth
Florida
$384K – – –
PBO
2295
Peoples Bank (Ohio)
Ohio
$380K -$14.9K -250 -4%
HA
2296
HC Advisors
Georgia
$380K -$9.89K -166 -3%
LGWM
2297
Litman Gregory Wealth Management
California
$380K – – –
PAS
2298
Professional Advisory Services
Florida
$378K – – –
PA
2299
Parkside Advisors
California
$377K – – –
SCG
2300
Sonata Capital Group
Washington
$377K +$1.19K +20 +0.3%
90 91
92
93 94