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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1176
Blue Chip Wealth Management
Florida
$338K -$7.96K -113 -3%
TFS
1177
TrustCore Financial Services
Tennessee
$338K +$1.48K +21 +0.5%
QCG
1178
Quadrant Capital Group
Ohio
$337K +$4.3K +61 +1%
AI
1179
Accredited Investors
Minnesota
$336K +$20.8K +295 +8%
NIM
1180
NuWave Investment Management
New Jersey
$335K -$306K -4,344 -51%
PVH
1181
Psagot Value Holdings
Israel
$335K – – –
WPW
1182
Waldron Private Wealth
Pennsylvania
$334K -$123K -1,750 -29%
SSP
1183
Sapphire Star Partners
Washington
$334K – – –
MWP
1184
MYCIO Wealth Partners
Pennsylvania
$334K +$23.4K +332 +9%
BCP
1185
Berkeley Capital Partners
Georgia
$333K +$15.4K +219 +6%
CA
1186
Cornerstone Advisory
Maryland
$332K – – –
CCP
1187
Corient Capital Partners
California
$330K +$292K +4,141 New
WIM
1188
Westside Investment Management
California
$329K +$109K +1,549 +58%
SNT
1189
Security National Trust
West Virginia
$325K -$6.2K -88 -2%
1IA
1190
1834 Investment Advisors
Wisconsin
$325K – – –
AF
1191
Alerus Financial
North Dakota
$322K -$6.34K -90 -2%
HCMT
1192
Highland Capital Management (Texas)
Texas
$319K -$211K -3,000 -43%
GHAM
1193
Gilman Hill Asset Management
Connecticut
$319K – – –
AT
1194
Arden Trust
Delaware
$319K +$18.7K +265 +7%
BSG
1195
Black Swift Group
Colorado
$319K +$142K +2,009 +100%
MWPCG
1196
Measured Wealth Private Client Group
New Hampshire
$316K +$279K +3,967 New
PCMK
1197
Paragon Capital Management (Kansas)
Kansas
$308K -$12.6M -178,685 -95%
PNAA
1198
Pictet North America Advisors
Switzerland
$307K – – –
PAS
1199
Partnervest Advisory Services
California
$306K +$270K +3,835 New
JFA
1200
JNBA Financial Advisors
Minnesota
$303K +$12K +170 +5%
46 47
48
49 50