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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1001
Robertson Stephens Wealth Management
California
$223K -$50K -778 -18%
NCM
1002
NCM Capital Management
New Jersey
$222K -$6.43K -100 -3%
MWM
1003
Modera Wealth Management
New Jersey
$222K +$226K +3,515 New
BMC
1004
Benin Management Corp
Connecticut
$221K – – –
ZIM
1005
Zacks Investment Management
Illinois
$220K +$224K +3,491 New
ACA
1006
Aptus Capital Advisors
Alabama
$220K +$224K +3,479 New
ACI
1007
Alpha Cubed Investments
California
$219K -$64 -1 -0%
PTC
1008
Private Trust Company
Ohio
$219K -$1.99K -31 -0.9%
KWA
1009
Kingswood Wealth Advisors
California
$219K +$223K +3,466 New
DWM
1010
Drive Wealth Management
Utah
$218K +$222K +3,446 New
KA
1011
Kovack Advisors
Florida
$216K -$13.2K -206 -6%
KWM
1012
Kingsview Wealth Management
Oregon
$216K +$220K +3,427 New
CT
1013
Chicago Trust
Illinois
$214K – – –
KFA
1014
Kapstone Financial Advisors
Ohio
$214K +$194K +3,025 New
SW
1015
SkyOak Wealth
Michigan
$212K +$216K +3,362 New
WPW
1016
Waldron Private Wealth
Pennsylvania
$212K -$21.3K -331 -9%
PFU
1017
Parus Finance (UK)
United Kingdom
$212K +$216K +3,357 New
CWC
1018
Carolinas Wealth Consulting
North Carolina
$211K +$89.4K +1,391 +71%
LA
1019
Legacy Advisors
Pennsylvania
$211K +$215K +3,339 New
EWA
1020
EverSource Wealth Advisors
Alabama
$211K -$97.6K -1,518 -31%
PWPS
1021
Pinnacle Wealth Planning Services
Ohio
$211K -$50.3K -783 -19%
AFIA
1022
America First Investment Advisors
Nebraska
$210K – – –
IIM
1023
Ipswich Investment Management
Massachusetts
$210K – – –
CS
1024
Comerica Securities
Michigan
$209K -$49.2K -765 -19%
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K -$254K -3,949 -54%
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