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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1601
Bailard
California
$772K +$213K +755 +41%
FFWA
1602
FRG Family Wealth Advisors
Washington
$763K -$28.2K -100 -4%
HFG
1603
Heron Financial Group
New York
$763K +$13.3K +47 +2%
WP
1604
WealthSource Partners
California
$762K +$163K +577 +29%
PWLP
1605
Prio Wealth Limited Partnership
Massachusetts
$760K -$77.5K -275 -10%
PWA
1606
Physician Wealth Advisors
Utah
$760K -$16.6K -59 -2%
FIB
1607
First Interstate Bank
Montana
$758K +$19.7K +70 +3%
PCAP
1608
Pratt Collard Advisory Partners
New York
$757K -$50.7K -180 -7%
PA
1609
PFG Advisors
Arizona
$757K +$181K +643 +34%
FLPIM
1610
F.L. Putnam Investment Management
Massachusetts
$756K -$671K -2,381 -48%
VC
1611
Veracity Capital
Georgia
$755K -$881K -3,126 -55%
RMDI
1612
R.M. Davis Inc
Maine
$754K -$37.8K -134 -5%
LWM
1613
Laidlaw Wealth Management
New York
$753K +$31.6K +112 +5%
MIM
1614
Moseley Investment Management
Florida
$751K +$271K +962 +61%
FFN
1615
Focus Financial Network
Minnesota
$749K +$99K +351 +16%
WAG
1616
Winthrop Advisory Group
Massachusetts
$744K +$32.1K +114 +5%
CRCM
1617
Corbett Road Capital Management
Virginia
$744K +$264K +938 +59%
KTC
1618
Kistler-Tiffany Companies
Pennsylvania
$743K +$88K +312 +14%
PJB
1619
Paul John Balson
California
$740K +$18.9K +67 +3%
GAG
1620
GM Advisory Group
New York
$740K +$217K +770 +44%
TAM
1621
Trust Asset Management
Texas
$740K +$706K +2,503 New
LFM
1622
Lumina Fund Management
New York
$739K – – –
OAMG
1623
Odey Asset Management Group
United Kingdom
$739K +$705K +2,500 New
PCP
1624
Proficio Capital Partners
Massachusetts
$738K +$103K +364 +17%
BWA
1625
Beam Wealth Advisors
Louisiana
$736K – – –
63 64
65
66 67