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Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1801
Notis-McConarty Edward
$419K +$8.66K +180 +2%
HA
1802
HC Advisors
Georgia
$418K +$5.67K +118 +1%
CS
1803
Capital Square
Tennessee
$417K +$59.4K +1,235 +17%
BB
1804
Berkshire Bank
Massachusetts
$417K +$406K +8,452 New
RIM
1805
Rockbridge Investment Management
New York
$416K +$57.8K +1,201 +17%
LWS
1806
Lucia Wealth Services
California
$415K -$9.62K -200 -2%
SCI
1807
S&CO Inc
Massachusetts
$414K – – –
HGWM
1808
Horst & Graben Wealth Management
Oregon
$414K +$673 +14 +0.2%
ACP
1809
Aviance Capital Partners
Florida
$413K +$37.6K +781 +10%
SL
1810
Summitry LLC
California
$412K +$9.62K +200 +2%
AIA
1811
Angeles Investment Advisors
California
$412K +$69.1K +1,437 +21%
MFG
1812
Menard Financial Group
Texas
$411K -$1.25K -26 -0.3%
CHA
1813
Cooper/Haims Advisors
New York
$411K +$8.71K +181 +2%
ACA
1814
Affinity Capital Advisors
California
$411K +$21.6K +450 +6%
PPP
1815
Private Portfolio Partners
New Jersey
$411K -$228K -4,743 -36%
GP
1816
Girard Partners
Pennsylvania
$410K -$96.8K -2,013 -19%
SFA
1817
Souders Financial Advisors
Ohio
$408K -$36.7K -763 -9%
FHC
1818
First Heartland Consultants
Missouri
$408K -$29.4K -612 -7%
BCM
1819
Bienville Capital Management
New York
$408K – – –
WAAG
1820
Wealth Alliance Advisory Group
Kansas
$406K -$175K -3,640 -31%
MOS
1821
MGO One Seven
Ohio
$406K -$64.6K -1,343 -14%
FNC
1822
First National Corp
Massachusetts
$406K – – –
TNA
1823
True North Advisors
Texas
$405K -$23.9K -497 -6%
HBWM
1824
Hollow Brook Wealth Management
New York
$405K +$167K +3,482 +74%
DWM
1825
Dakota Wealth Management
Florida
$402K +$71.7K +1,491 +22%
71 72
73
74 75