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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1876
Transamerica Financial Advisors
Florida
$134K +$56.3K +119 +73%
CCM
1877
Cloud Capital Management
Washington
$130K +$130K +274 New
KC
1878
Knuff & Co
California
$129K -$14.2K -30 -10%
SAM
1879
S.A. Mason
Michigan
$124K – – –
TFM
1880
TFC Financial Management
Massachusetts
$122K – – –
AT
1881
Arlington Trust
Alabama
$122K -$473 -1 -0.4%
BDPWM
1882
Barnes Dennig Private Wealth Management
Ohio
$120K +$6.63K +14 +6%
AA
1883
Addison Advisors
Vermont
$116K -$2.37K -5 -2%
BI
1884
Binnacle Investments
Iowa
$114K +$1.89K +4 +2%
UOTTAIMCU
1885
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$114K -$1.61M -3,411 -93%
CCA
1886
Catalyst Capital Advisors
New York
$112K -$26K -55 -19%
1NWS
1887
1 North Wealth Services
Maryland
$111K – – –
TLA
1888
Tanglewood Legacy Advisors
Texas
$109K – – –
FFO
1889
Fortitude Family Office
Arizona
$108K -$3.79K -8 -3%
FP
1890
Financial Perspectives
Minnesota
$107K +$9.94K +21 +10%
RF
1891
Roxbury Financial
New Jersey
$107K +$473 +1 +0.4%
CTA
1892
Colonial Trust Advisors
South Carolina
$106K +$54.4K +115 +106%
FDCP
1893
Foster Dykema Cabot & Partners
Massachusetts
$106K +$9.47K +20 +10%
HIA
1894
Harbor Investment Advisory
Maryland
$106K +$10.4K +22 +11%
GWSA
1895
Global Wealth Strategies & Associates
Colorado
$104K +$29.8K +63 +40%
CAL
1896
Capital Analysts LLC
Pennsylvania
$104K -$473 -1 -0.5%
VNA
1897
Valley National Advisers
Pennsylvania
$101K -$17K -36 -14%
NEWAS
1898
N.E.W. Advisory Services
Wisconsin
$101K – – –
TIM
1899
Thompson Investment Management
Wisconsin
$99.8K +$4.73K +10 +5%
JWM
1900
JPL Wealth Management
Colorado
$96.8K +$96.6K +204 New
74 75
76
77 78