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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1876
Selective Wealth Management
Virginia
$299K – – –
VNB
1877
Virginia National Bank
Virginia
$298K -$4.75K -88 -1%
FAG
1878
Financial Advisory Group
Texas
$298K – – –
BA
1879
Bristlecone Advisors
Washington
$297K -$244K -4,524 -40%
POIA
1880
Pin Oak Investment Advisors
Texas
$297K -$10.8K -200 -3%
OI
1881
Oakbrook Investments
Illinois
$296K -$1.96M -36,200 -84%
FUBT
1882
First United Bank & Trust
Maryland
$296K -$2.81K -52 -0.8%
MW
1883
Marcum Wealth
Ohio
$296K +$49.6K +919 +16%
CWC
1884
Carolinas Wealth Consulting
North Carolina
$296K +$360K +6,662 New
AC
1885
Avestar Capital
New York
$295K -$103K -1,916 -23%
PI
1886
Pettee Investors
Connecticut
$294K – – –
SC
1887
Searle & Co
Connecticut
$292K – – –
MIC
1888
Meridian Investment Counsel
California
$292K +$19.1K +354 +6%
SAM
1889
SignalPoint Asset Management
Missouri
$291K +$7.67K +142 +2%
TAM
1890
Trillium Asset Management
Massachusetts
$290K – – –
SA
1891
SRH Advisors
Kansas
$290K +$91.8K +1,700 +35%
BWA
1892
Beam Wealth Advisors
Louisiana
$289K -$9.34K -173 -3%
GIP
1893
Granite Investment Partners
California
$289K – – –
PCS
1894
Personal CFO Solutions
New Jersey
$289K +$143K +2,645 +68%
SAG
1895
Spotlight Asset Group
Illinois
$288K – – –
SCM
1896
Sterneck Capital Management
Missouri
$288K – – –
PVWM
1897
Point View Wealth Management
New Jersey
$287K +$8.8K +163 +3%
BHWM
1898
Bay Harbor Wealth Management
Maryland
$287K +$44.6K +825 +15%
MGIA
1899
Matthew Goff Investment Advisor
Texas
$286K +$11.7K +217 +3%
T2I
1900
Turim 21 Investimentos
Brazil
$286K +$349K +6,462 New
74 75
76
77 78