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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$21K +$22.7K +114 New
CA
327
Clearstead Advisors
Ohio
$20K – – –
WWM
328
Wolff Wiese Magana
California
$20K – – –
FHA
329
First Horizon Advisors
Tennessee
$20K +$22.9K +115 New
PC
330
Permanens Capital
New York
$19K – – –
QCG
331
Quadrant Capital Group
Ohio
$19K +$5.38K +27 +35%
ACM
332
Allred Capital Management
Texas
$18.1K +$19.9K +100 New
AF
333
Arrow Financial
New York
$18K – – –
CTC
334
Central Trust Company
Missouri
$18K – – –
EIP
335
Ellis Investment Partners
Pennsylvania
$18K – – –
LWP
336
Laurel Wealth Planning
Minnesota
$18K – – –
BCV
337
Banque Cantonale Vaudoise
Switzerland
$18K +$19.9K +100 New
CH
338
Canton Hathaway
Rhode Island
$18K +$19.9K +100 New
GSAM
339
Grant Street Asset Management
Pennsylvania
$16K +$14.3K +72 +400%
APWM
340
Atlas Private Wealth Management
New York
$15K – – –
NFG
341
Next Financial Group
Texas
$14K -$1.79K -9 -11%
SA
342
SRH Advisors
Kansas
$11K – – –
TWA
343
TCI Wealth Advisors
Arizona
$11K +$11.6K +58 New
GEA
344
Glen Eagle Advisors
New Jersey
$10.9K -$3.98K -20 -25%
AIC
345
Ameritas Investment Company
Nebraska
$10.9K +$12K +60 New
PCG
346
Private Capital Group
Connecticut
$10K -$16.7K -84 -61%
JPLA
347
Joseph P. Lucia & Associates
New York
$10K – – –
HR
348
Howe & Rusling
New York
$9K -$9.96K -50 -50%
FCM
349
Firestone Capital Management
Florida
$9K +$9.96K +50 New
SSB
350
Sandy Spring Bank
Maryland
$8K -$5.98K -30 -40%
12 13
14
15 16