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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1301
Pacific Center for Financial Services
California
$27K – – –
TWA
1302
TCI Wealth Advisors
Arizona
$26K +$3.56K +66 +18%
ZB
1303
Zions Bancorporation
Utah
$25K -$12.2K -226 -35%
WCM
1304
Wealthcare Capital Management
Virginia
$24K -$9.17K -170 -30%
RWG
1305
Regal Wealth Group
California
$24K – – –
PFO
1306
Pathstone Family Office
New Jersey
$21K -$7.77K -144 -29%
IP
1307
Isthmus Partners
Wisconsin
$20K – – –
PK
1308
Pflug Koory
Nebraska
$20K – – –
HR
1309
Howe & Rusling
New York
$18K -$2.43K -45 -13%
LYV
1310
Live Your Vision
Pennsylvania
$18K – – –
MAM
1311
Magellan Asset Management
Australia
$18K – – –
MRCM
1312
M&R Capital Management
New Jersey
$17K -$5.39K -100 -25%
WAS
1313
WESPAC Advisors SoCal
California
$17K – – –
VNA
1314
Valley National Advisers
Pennsylvania
$17K +$11.2K +208 +277%
TWMP
1315
Taylor Wealth Management Partners
Massachusetts
$16K – – –
AIM
1316
Arcadia Investment Management
Michigan
$16K +$10.8K +200 +282%
GBBWRPM
1317
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K -$15.1K -280 -54%
GWS
1318
Glassman Wealth Services
Virginia
$13K -$15.3K -284 -56%
AP
1319
Atwood & Palmer
Missouri
$13K – – –
FWM
1320
Focused Wealth Management
New York
$13K +$10.8K +200 +714%
MWM
1321
MinichMacGregor Wealth Management
New York
$12K -$3.83K -71 -25%
HWM
1322
Holloway Wealth Management
Florida
$12K – – –
SAM
1323
Shamrock Asset Management
Texas
$12K – – –
SFPIA
1324
Stevens First Principles Investment Advisors
California
$12K – – –
MLFP
1325
MPS Loria Financial Planners
Illinois
$12K +$11.2K +208 New
51 52
53
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