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Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1301
D.B. Root & Company
Pennsylvania
$397K -$2.65K -80 -0.7%
CFO
1302
Custos Family Office
Texas
$394K – – –
CIS
1303
Continental Investors Services
Washington
$393K – – –
FWP
1304
FAS Wealth Partners
Kansas
$393K +$1.32K +40 +0.4%
BPCE
1305
Bank Pictet & Cie (Europe)
Germany
$392K -$99.3K -3,000 -21%
DA
1306
Doliver Advisors
Texas
$392K +$27.8K +840 +8%
PCM
1307
Pointe Capital Management
Michigan
$391K -$54.6K -1,650 -13%
GAA
1308
Global Assets Advisory
Florida
$388K +$158K +4,760 +66%
JEST
1309
JTC Employer Solutions Trustee
Jersey
$386K – – –
IWA
1310
IVC Wealth Advisors
Pennsylvania
$385K -$35.1K -1,060 -9%
PFA
1311
Pure Financial Advisors
California
$385K +$16.9K +510 +5%
FIM
1312
Fernwood Investment Management
Massachusetts
$385K +$662 +20 +0.2%
NCM
1313
Neumann Capital Management
California
$385K – – –
UCMOK
1314
United Capital Management of KS
Kansas
$383K -$31.4K -950 -8%
TFCP
1315
Twin Focus Capital Partners
Massachusetts
$382K – – –
NL
1316
NWAM LLC
Washington
$382K -$29.5K -890 -7%
CAC
1317
Certified Advisory Corp
Florida
$382K -$993 -30 -0.3%
CCC
1318
Chelsea Counsel Company
California
$380K +$265K +8,000 +267%
QCM
1319
Qsemble Capital Management
New York
$380K +$364K +11,000 New
JWM
1320
Jeppson Wealth Management
California
$379K -$14.9K -450 -4%
CMBA
1321
C.M. Bidwell & Associates
Hawaii
$379K +$236K +7,120 +185%
ACM
1322
Advisors Capital Management
New Jersey
$378K +$32.8K +990 +10%
HAG
1323
HF Advisory Group
Maryland
$378K -$21.2K -640 -6%
VT
1324
Vise Technologies
New York
$377K +$11.6K +350 +3%
ML
1325
McAdam LLC
Pennsylvania
$377K +$212K +6,420 +143%
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