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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1826
Capital Square
Tennessee
$403K +$392K +7,295 New
MWM
1827
Meridian Wealth Management
Kentucky
$402K +$17.4K +324 +5%
GIA
1828
Gladstone Institutional Advisory
Florida
$401K -$24K -446 -6%
VAG
1829
VisionPoint Advisory Group
Texas
$400K -$2.37M -44,174 -86%
EWM
1830
EPG Wealth Management
Georgia
$399K +$387K +7,205 New
BOS
1831
Bank of Stockton
California
$398K -$5.38K -100 -1%
PA
1832
PSI Advisors
Florida
$396K +$385K +7,166 New
NAM
1833
NorthCoast Asset Management
Connecticut
$394K +$215 +4 +0.1%
AWP
1834
Ascent Wealth Partners
New York
$393K -$4.03K -75 -1%
PWM
1835
Provident Wealth Management
Tennessee
$393K +$381K +7,092 New
GI
1836
Glovista Investments
New Jersey
$392K – – –
BPCE
1837
Bank Pictet & Cie (Europe)
Germany
$391K – – –
PCP
1838
Proficio Capital Partners
Massachusetts
$387K +$71.5K +1,330 +23%
PA
1839
Probity Advisors
Texas
$385K -$34K -632 -8%
PSC
1840
Prentiss Smith & Co
Vermont
$383K -$58.9K -1,096 -14%
LWM
1841
Laidlaw Wealth Management
New York
$383K +$372K +6,924 New
POIA
1842
Pin Oak Investment Advisors
Texas
$382K -$34.5K -642 -9%
RDWM
1843
Red Door Wealth Management
Tennessee
$382K +$368K +6,836 New
JWM
1844
Jupiter Wealth Management
Colorado
$381K – – –
SSI
1845
Scott & Selber Inc
Texas
$381K +$108 +2 +0%
SIA
1846
Starfire Investment Advisers
Michigan
$380K – – –
NPF
1847
Norris Perne & French
Michigan
$380K +$1.4K +26 +0.4%
CWM
1848
Cabot Wealth Management
Massachusetts
$379K – – –
VNB
1849
Virginia National Bank
Virginia
$378K -$19.2K -358 -5%
TI
1850
tru Independence
Oregon
$378K +$459K +8,539 New
72 73
74
75 76