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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
951
Abacus Planning Group
South Carolina
$243K +$59 +1 +0%
CB
952
Centennial Bank
Arkansas
$241K – – –
PAM
953
Pinpoint Asset Management
Hong Kong
$241K +$234K +4,000 New
GS
954
Gagnon Securities
New York
$240K +$233K +3,978 New
CWM
955
Circle Wealth Management
New Jersey
$239K +$232K +3,965 New
AG
956
Ascent Group
Virginia
$239K +$232K +3,960 New
ACG
957
Allen Capital Group
Nebraska
$238K +$232K +3,952 New
TCM
958
Triumph Capital Management
Colorado
$237K -$11.7K -200 -5%
PI
959
Putnam Investments
Massachusetts
$237K +$230K +3,923 New
PNC
960
Park National Corp
Ohio
$237K +$230K +3,922 New
CIAS
961
Capital Investment Advisory Services
North Carolina
$233K +$226K +3,857 New
CLOS
962
Compagnie Lombard Odier SCmA
Switzerland
$232K +$5.86K +100 +3%
WA
963
Wealth Alliance
New York
$232K +$225K +3,844 New
LCGC
964
Legacy Capital Group California
California
$231K +$225K +3,835 New
VWA
965
V Wealth Advisors
Kansas
$231K +$224K +3,824 New
FHC
966
First Heartland Consultants
Missouri
$231K -$154K -2,636 -41%
THWM
967
Taylor Hoffman Wealth Management
Virginia
$230K -$64.8K -1,106 -23%
AA
968
Apriem Advisors
California
$230K +$223K +3,805 New
BSW
969
Buckingham Strategic Wealth
Missouri
$229K – – –
GCIA
970
Gabelli & Co Investment Advisers
New York
$229K +$223K +3,800 New
PWP
971
Phillips Wealth Planners
Mississippi
$229K +$215K +3,670 New
CF
972
Cantor Fitzgerald
New York
$228K +$222K +3,782 New
B
973
Bailard
California
$228K +$221K +3,775 New
SIM
974
Seaview Investment Managers
Florida
$226K -$72.9K -1,244 -25%
MMG
975
Monetary Management Group
Missouri
$226K – – –
37 38
39
40 41