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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
351
Transamerica Financial Advisors
Florida
$961 -$2.19K -27 -64%
KG
352
Kilter Group
New York
$898 -$568 -7 -33%
PMAM
353
Picton Mahoney Asset Management
Ontario, Canada
$833 -$778K -9,586 -100%
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$770 – – –
SIC
355
SJS Investment Consulting
Ohio
$770 +$406 +5 +71%
NB
356
NBT Bank
New York
$769 +$974 +12 New
PWA
357
Physician Wealth Advisors
Utah
$706 -$893 -11 -50%
AGWCA
358
Annis Gardner Whiting Capital Advisors
Florida
$706 +$893 +11 New
DF
359
Dunhill Financial
United Kingdom
$660 +$731 +9 +900%
GWM
360
Geneos Wealth Management
Colorado
$641 – – –
TPCW
361
TD Private Client Wealth
New York
$641 – – –
PWA
362
Principia Wealth Advisory
Texas
$577 – – –
IAAG
363
Innovative Asset Advisors Group
Connecticut
$513 +$649 +8 New
BHWM
364
Bay Harbor Wealth Management
Maryland
$448 – – –
HIA
365
HFM Investment Advisors
New Jersey
$385 +$162 +2 +50%
ZBNA
366
Zions Bancorporation, National Association
Utah
$385 +$487 +6 New
VWM
367
Vermillion Wealth Management
Minnesota
$321 +$406 +5 New
SWP
368
Strategic Wealth Partners
Ohio
$312 +$406 +5 New
TC
369
Trust Company
Kansas
$258 – – –
IAIM
370
International Assets Investment Management
Florida
$250 +$325 +4 New
HFS
371
Hughes Financial Services
Virginia
$192 +$244 +3 New
TPWA
372
Twin Peaks Wealth Advisors
California
$128 +$162 +2 New
CPG
373
Cornerstone Planning Group
New Jersey
$66 – – –
HNB
374
Huntington National Bank
Ohio
$64 +$81 +1 New
RWM
375
Raffa Wealth Management
District of Columbia
$64 +$81 +1 New
13 14
15
16 17