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Name Holding Trade Value Shares
Change 		Change in
Stake
BWFA
1401
Baltimore-Washington Financial Advisors
Maryland
$266K +$43.8K +880 +20%
IP
1402
Intellectus Partners
California
$265K -$86.6K -1,740 -25%
FANJ
1403
Financial Architects (New Jersey)
New Jersey
$265K +$39.3K +790 +17%
TNBTD
1404
Trustmark National Bank Trust Department
Mississippi
$265K +$264K +5,300 New
CSM
1405
CAMG Solamere Management
North Carolina
$264K +$9.95K +200 +4%
BRG
1406
Bay Rivers Group
Virginia
$263K +$38.3K +770 +17%
FLPIM
1407
F.L. Putnam Investment Management
Massachusetts
$261K -$44.8K -900 -15%
AIP
1408
Ahrens Investment Partners
Louisiana
$261K +$259K +5,210 New
3F
1409
360 Financial
Minnesota
$260K – – –
PC
1410
Permanens Capital
New York
$260K +$119K +2,400 +86%
BZWA
1411
Blue Zone Wealth Advisors
California
$258K +$12.4K +250 +5%
CA
1412
Clearstead Advisors
Ohio
$258K +$27.9K +560 +12%
IGGA
1413
Iron Gate Global Advisors
Utah
$257K +$995 +20 +0.4%
PW
1414
Price Wealth
Texas
$255K +$228K +4,590 +900%
T2I
1415
Turim 21 Investimentos
Brazil
$254K +$253K +5,080 New
SFPG
1416
Stonebridge Financial Planning Group
Florida
$251K +$49.8K +1,000 +27%
RMDI
1417
R.M. Davis Inc
Maine
$250K -$9.95K -200 -4%
AWM
1418
Aries Wealth Management
Maine
$250K – – –
CCC
1419
Chelsea Counsel Company
California
$250K – – –
GJCM
1420
Grand Jean Capital Management
California
$250K – – –
EFS
1421
Essex Financial Services
Connecticut
$249K +$248K +4,980 New
FCB
1422
First Command Bank
Texas
$248K – – –
FCFS
1423
First Command Financial Services
Texas
$248K – – –
KM
1424
Kalos Management
Georgia
$248K +$7.96K +160 +3%
CRWM
1425
Castle Rock Wealth Management
California
$248K +$10.9K +220 +5%
55 56
57
58 59