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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
876
GYL Financial Synergies
Connecticut
$405K – – –
AIIMS
877
Analyst IMS Investment Management Services
Israel
$405K +$108K +415 +40%
WMA
878
Wealth Management Associates
New Jersey
$401K – – –
TCOO
879
Trust Company of Oklahoma
Oklahoma
$399K +$6.75K +26 +2%
FNBT
880
FineMark National Bank & Trust
Florida
$399K +$4.41K +17 +1%
AWM
881
AllSquare Wealth Management
New York
$397K – – –
NG
882
NatWest Group
United Kingdom
$397K +$59.9K +231 +19%
CG
883
Caprock Group
Idaho
$394K -$35.8K -138 -9%
QCM
884
Quest Capital Management
Texas
$393K +$100K +387 +38%
KPW
885
Kore Private Wealth
New York
$392K -$12.5K -48 -3%
OBGC
886
O'Brien Greene & Co
Pennsylvania
$392K – – –
ER
887
Enlightenment Research
Florida
$392K +$363K +1,400 New
FNFDCM
888
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K – – –
MPCG
889
Matrix Private Capital Group
New York
$387K – – –
THWM
890
Taylor Hoffman Wealth Management
Virginia
$387K – – –
HTC
891
Haverford Trust Company
Pennsylvania
$385K – – –
BP
892
Ballentine Partners
Massachusetts
$384K -$33.2K -128 -9%
FTA
893
Financial & Tax Architects
Missouri
$383K +$355K +1,367 New
CCA
894
Childress Capital Advisors
Texas
$382K +$198K +765 +128%
SFS
895
Sowell Financial Services
Arkansas
$381K +$22.1K +85 +7%
SFSIG
896
San Francisco Sentry Investment Group
California
$381K +$48.8K +188 +16%
PB
897
Pinnacle Bancorp
Nebraska
$379K -$8.56K -33 -2%
KFP
898
KB Financial Partners
New Jersey
$378K +$350K +1,349 New
AWM
899
Avior Wealth Management
Nebraska
$375K -$4.67K -18 -1%
RCA
900
Resonant Capital Advisors
Wisconsin
$374K – – –
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