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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Hollencrest Capital Management
California
$502K +$377K +1,127 +394%
PP
1027
Patron Partners
Texas
$501K -$10.4K -31 -2%
GWM
1028
GDS Wealth Management
Texas
$501K -$670 -2 -0.1%
SSW
1029
Smith Shellnut Wilson
Mississippi
$500K – – –
AWM
1030
AllSquare Wealth Management
New York
$500K – – –
SAG
1031
SageView Advisory Group
California
$497K +$231K +691 +98%
AL
1032
Aspiriant LLC
California
$495K -$1K -3 -0.2%
MC
1033
Moors & Cabot
Massachusetts
$492K +$27.1K +81 +6%
GWSG
1034
GPS Wealth Strategies Group
Colorado
$491K +$462K +1,381 New
GDP
1035
Great Diamond Partners
Maine
$486K +$43.9K +131 +11%
SIC
1036
Salem Investment Counselors
North Carolina
$484K -$67K -200 -13%
MPCG
1037
Matrix Private Capital Group
New York
$484K +$670 +2 +0.1%
FPCP
1038
Fort Point Capital Partners
California
$484K +$36.8K +110 +9%
MWM
1039
Mission Wealth Management
California
$482K +$2.34K +7 +0.5%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$482K +$8.37K +25 +2%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$479K +$452K +1,349 New
FAM
1042
Formidable Asset Management
Ohio
$477K -$327K -975 -42%
AWA
1043
Arete Wealth Advisors
Illinois
$473K +$50.6K +151 +13%
PWM
1044
Perigon Wealth Management
California
$465K +$34.2K +102 +8%
AA
1045
Alta Advisers
United Kingdom
$462K – – –
SOAMC
1046
Spirit of America Management Corp
New York
$462K – – –
PS
1047
Portfolio Strategies
New York
$460K – – –
TIA
1048
Tiemann Investment Advisors
California
$454K -$21.4K -64 -5%
LW
1049
Linscomb Wealth
Texas
$452K +$59.6K +178 +16%
AWM
1050
Avior Wealth Management
Nebraska
$452K -$19.4K -58 -4%
40 41
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