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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
976
Twin Focus Capital Partners
Massachusetts
$230K +$1.73K +23 +0.7%
MWM
977
Meridian Wealth Management
Kentucky
$230K +$243K +3,241 New
AWA
978
Aaron Wealth Advisors
Illinois
$228K +$13.9K +185 +6%
PCG
979
Private Capital Group
Connecticut
$227K +$26.1K +347 +12%
ICM
980
IMS Capital Management
Oregon
$224K – – –
ACI
981
Alpha Cubed Investments
California
$222K -$62.6K -834 -21%
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$220K -$1.28K -17 -0.5%
CA
983
Centerpoint Advisors
Massachusetts
$218K – – –
AIM
984
Anchor Investment Management
South Carolina
$218K +$7.51K +100 +3%
GAMC
985
Garner Asset Management Corp
Texas
$217K +$230K +3,060 New
CCM
986
Coldstream Capital Management
Washington
$216K -$184K -2,446 -35%
CMBA
987
C.M. Bidwell & Associates
Hawaii
$216K -$85.1K -1,133 -27%
PCP
988
Proficio Capital Partners
Massachusetts
$216K -$3.38K -45 -1%
SSWM
989
Smith Salley Wealth Management
North Carolina
$216K – – –
GFS
990
GYL Financial Synergies
Connecticut
$216K +$601 +8 +0.3%
Q
991
QVR
California
$216K +$229K +3,045 New
FMW
992
Farr Miller & Washington
District of Columbia
$214K – – –
HNB
993
Huntington National Bank
Ohio
$214K +$15K +200 +7%
BWA
994
Bordeaux Wealth Advisors
California
$213K – – –
FIB
995
First Interstate Bank
Montana
$213K – – –
IC
996
Intersect Capital
California
$213K +$40.3K +537 +22%
FPCM
997
Financial Partners Capital Management
New York
$213K – – –
CFG
998
Citizens Financial Group
Rhode Island
$212K +$224K +2,981 New
LFF
999
Level Four Financial
Texas
$212K +$224K +2,984 New
UB
1000
UMB Bank
Missouri
$209K -$6.12M -81,471 -97%
38 39
40
41 42