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Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
776
Investors Research Corp
Georgia
$94K – – –
DWM
777
Destination Wealth Management
California
$94K +$81.8K +1,213 +809%
ZB
778
Zions Bancorporation
Utah
$92K – – –
GRP
779
Global Retirement Partners
California
$92K +$36.5K +542 +68%
CCM
780
Cribstone Capital Management
Maine
$85K -$87.2K -1,293 -51%
AFIA
781
America First Investment Advisors
Nebraska
$83K – – –
TFS
782
TrustCore Financial Services
Tennessee
$83K – – –
GLI
783
Guardian Life Insurance
New York
$82K – – –
CIA
784
CSat Investment Advisory
Michigan
$82K +$69.8K +1,036 +636%
SL
785
Salomon & Ludwin
Virginia
$81K – – –
AC
786
Avestar Capital
New York
$80K -$27.1K -402 -25%
FHA
787
First Horizon Advisors
Tennessee
$76K +$2.49K +37 +3%
HSA
788
Hussman Strategic Advisors
Maryland
$68K – – –
APC
789
Aspire Private Capital
North Carolina
$68K +$11.3K +167 +20%
MSFP
790
Mark Sheptoff Financial Planning
Connecticut
$67K – – –
SJIM
791
St. Johns Investment Management
Florida
$65K – – –
QCG
792
Quadrant Capital Group
Ohio
$64K -$77.4K -1,148 -53%
SCA
793
Stonebridge Capital Advisors
Minnesota
$60K +$58.5K +868 New
CBT
794
Capital Bank & Trust
California
$58K – – –
PMFA
795
Plante Moran Financial Advisors
Michigan
$57K +$1.96K +29 +4%
CAW
796
Cornerstone Advisors (Washington)
Washington
$57K +$17.4K +258 +46%
PCP
797
Proficio Capital Partners
Massachusetts
$55K +$34.2K +508 +177%
MF
798
Manchester Financial
California
$55K +$54.1K +803 New
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$52K – – –
LWM
800
Liberty Wealth Management
California
$52K +$10.1K +150 +25%
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32
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