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Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
1201
First Citizens Bank & Trust
North Carolina
$202K +$219K +701 New
CF
1202
Corrigan Financial
Rhode Island
$202K – – –
IF
1203
Ironwood Financial
Arizona
$201K – – –
RRC
1204
Relaxing Retirement Coach
Massachusetts
$201K – – –
RC
1205
Roundview Capital
New Jersey
$200K – – –
SPP
1206
Single Point Partners
Massachusetts
$200K +$625 +2 +0.3%
MPWT
1207
MassMutual Private Wealth & Trust
Connecticut
$183K +$3.75K +12 +2%
EWM
1208
Evermay Wealth Management
Virginia
$181K – – –
ABLA
1209
Alan B. Lancz & Associates
Ohio
$181K +$187K +600 New
PK
1210
Pflug Koory
Nebraska
$175K -$10.9K -35 -5%
JWM
1211
Janiczek Wealth Management
Colorado
$170K -$29.4K -94 -14%
BLC
1212
Brown, Lisle/Cummings
Rhode Island
$170K – – –
IUHSA
1213
Itau Unibanco Holding S.A.
Brazil
$168K -$212K -678 -54%
HIA
1214
Harbor Investment Advisory
Maryland
$162K -$50.6K -162 -22%
CWC
1215
Carolinas Wealth Consulting
North Carolina
$162K +$6.83M +21,865 +4,764%
PCG
1216
Private Capital Group
Connecticut
$144K +$10.6K +34 +7%
CMANY
1217
Capital Management Associates (New York)
New York
$143K – – –
PAM
1218
Paradigm Asset Management
New York
$143K – – –
GCM
1219
Gables Capital Management
Florida
$141K – – –
ZIG
1220
Zullo Investment Group
Pennsylvania
$138K -$5.93K -19 -4%
CWP
1221
Concord Wealth Partners
Virginia
$137K – – –
PCFFS
1222
Pacific Center for Financial Services
California
$136K – – –
CCA
1223
Catalyst Capital Advisors
New York
$135K -$9.37K -30 -6%
MRC
1224
Millburn Ridgefield Corp
New York
$135K -$9.37K -30 -6%
SWA
1225
SOA Wealth Advisors
New York
$135K -$1.56K -5 -1%
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