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Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
976
Fifth Third Wealth Advisors
Ohio
$226K +$219K +3,739 New
TFF
977
The Family Firm
Maryland
$225K +$219K +3,735 New
TC
978
Truvestments Capital
Florida
$224K -$92.9K -1,586 -30%
WPW
979
Waldron Private Wealth
Pennsylvania
$223K +$216K +3,692 New
CCM
980
CAAS Capital Management
New York
$221K -$2.23M -38,044 -91%
GWWM
981
Great Waters Wealth Management
Minnesota
$220K – – –
RPCONE
982
Retirement Planning Company of New England
Rhode Island
$220K +$214K +3,648 New
KA
983
Kovack Advisors
Florida
$219K -$111K -1,900 -34%
PVH
984
Psagot Value Holdings
Israel
$219K – – –
NCM
985
NCM Capital Management
New Jersey
$218K +$212K +3,618 New
ISWM
986
Independent Solutions Wealth Management
New York
$216K +$210K +3,580 New
JGUA
987
John G. Ullman & Associates
New York
$215K -$99.6K -1,700 -32%
GFA
988
Gallagher Fiduciary Advisors
Illinois
$215K +$209K +3,563 New
AWA
989
Arkadios Wealth Advisors
Georgia
$215K +$209K +3,559 New
CWM
990
C2C Wealth Management
Arizona
$214K +$203K +3,460 New
MTWM
991
Masso Torrence Wealth Management
New Jersey
$214K +$208K +3,550 New
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$213K +$207K +3,528 New
SWM
993
Spire Wealth Management
Virginia
$212K +$52.9K +903 +34%
FNBT
994
FineMark National Bank & Trust
Florida
$212K +$206K +3,521 New
CA
995
Claro Advisors
Massachusetts
$212K +$206K +3,520 New
PTC
996
Private Trust Company
Ohio
$211K +$8.61K +147 +4%
BMC
997
Benin Management Corp
Connecticut
$211K +$205K +3,500 New
FCB
998
First County Bank
Connecticut
$211K +$205K +3,500 New
ACI
999
Alpha Cubed Investments
California
$210K +$204K +3,479 New
MA
1000
Mutual Advisors
Nebraska
$209K +$203K +3,464 New
38 39
40
41 42