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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1426
Coastline Trust
Rhode Island
$280K -$22.4K -800 -8%
FANJ
1427
Financial Architects (New Jersey)
New Jersey
$280K -$4.49K -160 -2%
HT
1428
HighTower Trust
Texas
$280K -$7.85K -280 -3%
OIM
1429
Oder Investment Management
California
$277K – – –
GM
1430
GeoWealth Management
Illinois
$277K -$319K -11,360 -55%
GSC
1431
Ground Swell Capital
South Carolina
$277K +$263K +9,380 New
AA
1432
Aire Advisors
California
$276K -$16.8K -600 -6%
LGA
1433
Lebenthal Global Advisors
New York
$276K +$263K +9,370 New
PVH
1434
Psagot Value Holdings
Israel
$276K – – –
SA
1435
SFI Advisors
New Jersey
$276K -$6.45K -230 -2%
FHA
1436
First Horizon Advisors
Tennessee
$275K -$27.8K -990 -10%
AWA
1437
Aaron Wealth Advisors
Illinois
$274K -$1.4K -50 -0.5%
CBT
1438
CoreFirst Bank & Trust
Kansas
$273K -$133K -4,750 -34%
NIM
1439
Northeast Investment Management
Massachusetts
$272K +$259K +9,240 New
SFG
1440
StrategIQ Financial Group
Indiana
$271K – – –
SWA
1441
Sax Wealth Advisors
New Jersey
$271K -$7.29K -260 -3%
GWM
1442
Greenwich Wealth Management
Connecticut
$270K -$1.38M -49,100 -84%
ML
1443
McAdam LLC
Pennsylvania
$270K -$180K -6,420 -59%
VPP
1444
Vertex Planning Partners
Illinois
$270K +$257K +9,150 New
SCA
1445
Sandy Cove Advisors
Massachusetts
$270K -$1.96K -70 -0.8%
CWM
1446
Centurion Wealth Management
Virginia
$268K +$255K +9,100 New
AWM
1447
Atticus Wealth Management
Florida
$268K +$2.24K +80 +0.9%
OWA
1448
Opal Wealth Advisors
New York
$267K +$7.29K +260 +3%
OBWG
1449
Onyx Bridge Wealth Group
New York
$266K +$237K +8,440 New
GC
1450
Gratus Capital
Georgia
$266K -$56.1K -2,000 -18%
56 57
58
59 60