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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2101
WealthShield
North Carolina
$233K +$227K +1,284 New
WP
2102
WealthShield Partners
North Carolina
$233K +$227K +1,284 New
PP
2103
PDS Planning
Ohio
$233K +$233K +1,319 New
SBA
2104
Secrest Blakey & Associates
North Carolina
$232K +$233K +1,317 New
CCG
2105
Chatham Capital Group
Georgia
$231K -$44.2K -250 -16%
NCM
2106
Neumann Capital Management
California
$231K – – –
LCM
2107
LVM Capital Management
Michigan
$231K +$231K +1,309 New
DWM
2108
Dakota Wealth Management
Florida
$231K +$232K +1,310 New
CHP
2109
Cable Hill Partners
Oregon
$230K +$22.8K +129 +12%
BA
2110
Ballew Advisors
Mississippi
$230K +$230K +1,303 New
TSWM
2111
Triangle Securities Wealth Management
North Carolina
$229K -$24.9K -141 -10%
VFP
2112
Verus Financial Partners
Virginia
$229K -$1.59K -9 -0.7%
PWMAG
2113
Pinnacle Wealth Management Advisory Group
New Jersey
$228K +$3.54K +20 +2%
DRD
2114
Dennis R. Delaney
$228K +$228K +1,290 New
GIA
2115
GHP Investment Advisors
Colorado
$227K +$5.13K +29 +2%
OC
2116
Oakworth Capital
Alabama
$226K – – –
AIP
2117
Almanack Investment Partners
Pennsylvania
$226K +$112K +635 +98%
MJP
2118
Michael J. Puzo
$225K – – –
SFSG
2119
Stearns Financial Services Group
North Carolina
$222K -$6.72K -38 -3%
HFP
2120
Holistic Financial Partners
Indiana
$222K +$223K +1,259 New
SMH
2121
Sanders Morris Harris
Texas
$222K +$223K +1,260 New
LWM
2122
Lenox Wealth Management
Ohio
$220K +$9.01K +51 +4%
SP
2123
Successful Portfolios
Florida
$220K +$221K +1,249 New
PVWM
2124
Point View Wealth Management
New Jersey
$219K -$5.13K -29 -2%
CSM
2125
CAMG Solamere Management
North Carolina
$219K – – –
83 84
85
86 87