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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Aaron Wealth Advisors
Illinois
$393K +$41.3K +136 +11%
MPCG
927
Matrix Private Capital Group
New York
$392K -$8.21K -27 -2%
FNFDCM
928
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$390K -$15.2K -50 -4%
PS
929
Portfolio Strategies
New York
$389K -$3.34K -11 -0.8%
MSAM
930
Moloney Securities Asset Management
Missouri
$388K -$105K -345 -21%
GDP
931
Great Diamond Partners
Maine
$388K -$2.13K -7 -0.5%
MW
932
Marcum Wealth
Ohio
$386K +$11.9K +39 +3%
AWM
933
Avior Wealth Management
Nebraska
$384K -$14.6K -48 -4%
FTA
934
Financial & Tax Architects
Missouri
$384K -$7.6K -25 -2%
GTCM
935
Gyon Technologies Capital Management
New Jersey
$383K +$397K +1,306 New
QCM
936
Quest Capital Management
Texas
$379K -$48.6K -160 -11%
BCM
937
Brookstone Capital Management
Illinois
$376K +$16.4K +54 +5%
TTWM
938
TCV Trust & Wealth Management
Virginia
$375K +$167K +550 +75%
VFA
939
Valeo Financial Advisors
Indiana
$374K +$87.2K +287 +29%
IF
940
Intrua Financial
Texas
$374K +$357K +1,173 New
DSC
941
Duncker Streett & Co
Missouri
$373K -$123K -404 -24%
WAAG
942
Wealth Alliance Advisory Group
Kansas
$369K +$5.17K +17 +1%
EWA
943
EP Wealth Advisors
California
$366K +$161K +529 +74%
PCP
944
Proficio Capital Partners
Massachusetts
$365K -$200K -657 -35%
PCS
945
Personal CFO Solutions
New Jersey
$363K -$16.1K -53 -4%
GWSG
946
GPS Wealth Strategies Group
Colorado
$362K -$4.56K -15 -1%
IAMOG
947
Investors Asset Management of Georgia
Georgia
$361K +$30.4K +100 +9%
CSIC
948
Clifford Swan Investment Counsel
California
$360K – – –
DA
949
DSC Advisors
Illinois
$360K +$33.7K +111 +10%
OWP
950
Obermeyer Wealth Partners
Colorado
$358K +$371K +1,221 New
36 37
38
39 40