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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1726
Watershed Private Wealth
Illinois
$343K – – –
EFS
1727
Essex Financial Services
Connecticut
$342K -$11.2K -60 -3%
FF
1728
Farrell Financial
New York
$342K – – –
MSA
1729
Marino Stram & Associates
Massachusetts
$342K +$2.8K +15 +0.8%
WF
1730
WoodTrust Financial
Wisconsin
$341K – – –
BPCE
1731
Bank Pictet & Cie (Europe)
Germany
$341K – – –
MCA
1732
Martin Capital Advisors
Texas
$341K +$120K +640 +53%
GCS
1733
Gordian Capital (Singapore)
Singapore
$339K -$4.67K -25 -1%
WGC
1734
Watts Gwilliam & Co
Arizona
$339K – – –
IWP
1735
Insight Wealth Partners
Texas
$339K +$8.4K +45 +3%
FCBT
1736
First Citizens Bank & Trust
North Carolina
$339K -$306K -1,640 -47%
WHG
1737
Westwood Holdings Group
Texas
$338K – – –
ACS
1738
Archford Capital Strategies
Illinois
$338K +$14K +75 +4%
IA
1739
Integrity Alliance
Iowa
$337K +$30.8K +165 +10%
FLP
1740
Financial Life Planners
Arizona
$335K -$32.7K -175 -9%
BCM
1741
Boltwood Capital Management
California
$335K +$22.4K +120 +7%
DOA
1742
D'Orazio & Associates
Virginia
$333K -$4.67K -25 -1%
CNBOF
1743
City National Bank of Florida
Florida
$333K -$65.4K -350 -16%
SSC
1744
Syverson Strege & Co
Iowa
$333K -$47.6K -255 -12%
SFS
1745
Sharp Financial Services
Pennsylvania
$333K -$23.3K -125 -6%
CWM
1746
Cornerstone Wealth Management
Missouri
$332K – – –
TPWA
1747
Twin Peaks Wealth Advisors
California
$331K +$6.54K +35 +2%
PFM
1748
Potomac Fund Management
Florida
$329K +$94.3K +505 +39%
SSG
1749
Summit Securities Group
New York
$329K +$204K +1,090 +157%
SFG
1750
Sovereign Financial Group
Connecticut
$328K -$3.74K -20 -1%
68 69
70
71 72