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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
Trilogy Capital
California
$378K +$28.1K +940 +7%
AIP
927
Almanack Investment Partners
Pennsylvania
$375K – – –
BBP
928
Banco BTG Pactual
Brazil
$370K -$499K -16,680 -54%
LOAMS
929
Lombard Odier Asset Management (Switzerland)
Switzerland
$370K – – –
WEC
930
Winslow Evans & Crocker
Massachusetts
$370K +$4.19K +140 +1%
GH
931
GAM Holding
Switzerland
$368K – – –
SRSA
932
S.R. Schill & Associates
Washington
$367K -$17.1K -570 -4%
BFWA
933
Benchmark Financial Wealth Advisors
Florida
$367K +$411K +13,730 New
BFC
934
Blue Fin Capital
Rhode Island
$364K +$141K +4,720 +53%
PWP
935
Private Wealth Partners
California
$361K – – –
RWA
936
Ropes Wealth Advisors
Massachusetts
$360K -$274K -9,150 -40%
FPCP
937
Fort Point Capital Partners
California
$357K -$67.6K -2,260 -14%
FCCM
938
First City Capital Management
Georgia
$357K – – –
NP
939
NorthRock Partners
Minnesota
$357K +$22.4K +750 +6%
FAM
940
Flaharty Asset Management
Florida
$356K +$398K +13,300 New
PTC
941
Private Trust Company
Ohio
$353K +$65.5K +2,190 +20%
PPP
942
Private Portfolio Partners
New Jersey
$353K +$395K +13,190 New
FWP
943
FAS Wealth Partners
Kansas
$352K -$46.4K -1,550 -11%
SP
944
SWS Partners
Ohio
$351K +$7.48K +250 +2%
MC
945
Moors & Cabot
Massachusetts
$349K -$564K -18,860 -59%
BC
946
Burney Company
Virginia
$349K +$135K +4,510 +53%
SC
947
Savant Capital
Illinois
$348K -$43.7K -1,460 -10%
MCM
948
Maryland Capital Management
Maryland
$347K – – –
SCM
949
Stonebridge Capital Management
California
$347K – – –
HWA
950
Heritage Wealth Advisors
Virginia
$343K -$29.9K -1,000 -7%
36 37
38
39 40