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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
2101
Annex Advisory Services
Wisconsin
$215K +$19.6K +108 +9%
BDWM
2102
Brewin Dolphin Wealth Management
Ireland
$214K +$81.5K +450 +53%
PW
2103
Peninsula Wealth
California
$213K -$7.96K -44 -3%
CA
2104
Centerpoint Advisors
Massachusetts
$213K +$13.6K +75 +6%
WPA
2105
Winning Points Advisors
Florida
$213K +$235K +1,300 New
DRD
2106
Dennis R. Delaney
$212K – – –
DE
2107
Day & Ennis
Georgia
$212K +$16.8K +93 +8%
KA
2108
KLCM Advisors
Wisconsin
$212K +$47.1K +260 +25%
IF
2109
IRON Financial
Illinois
$212K +$233K +1,287 New
FNT
2110
First Nebraska Trust
Nebraska
$211K -$54.3K -300 -19%
SIS
2111
Sound Income Strategies
Florida
$211K +$93.8K +518 +68%
PAM
2112
Private Asset Management
California
$210K -$4.53K -25 -2%
MJP
2113
Michael J. Puzo
$210K – – –
PVWM
2114
Point View Wealth Management
New Jersey
$208K +$9.05K +50 +4%
GJIC
2115
Gamble Jones Investment Counsel
California
$208K +$13.8K +76 +6%
NC
2116
NewSquare Capital
Pennsylvania
$207K – – –
SMH
2117
Sanders Morris Harris
Texas
$206K -$8.15K -45 -3%
SPIO
2118
Seven Post Investment Office
California
$206K +$227K +1,255 New
TSWM
2119
Triangle Securities Wealth Management
North Carolina
$204K -$5.43K -30 -2%
PFGIA
2120
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$86K +475 +62%
CB
2121
Cadence Bank
Mississippi
$204K +$225K +1,241 New
CAL
2122
Capital Advisors Ltd
Ohio
$203K – – –
VFP
2123
Verus Financial Partners
Virginia
$203K +$12.7K +70 +6%
SSWM
2124
Smith Salley Wealth Management
North Carolina
$203K +$23K +127 +11%
CCG
2125
Chatham Capital Group
Georgia
$201K – – –
83 84
85
86 87