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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1026
Catalina Capital Group
California
$300K +$13.3K +166 +5%
PWP
1027
Principle Wealth Partners
Connecticut
$298K – – –
PMSA
1028
Patrick M. Sweeney & Associates
Illinois
$298K +$13.3K +166 +5%
CAC
1029
Certified Advisory Corp
Florida
$297K +$1.52K +19 +0.5%
FWTB
1030
First Western Trust Bank
Colorado
$297K -$12.7K -159 -4%
KCM
1031
Kathmere Capital Management
Pennsylvania
$297K +$4.47K +56 +2%
AWA
1032
Aaron Wealth Advisors
Illinois
$296K +$26.4K +330 +10%
FCM
1033
Fourpath Capital Management
Oklahoma
$296K +$320 +4 +0.1%
IAS
1034
Investment Advisory Services
Texas
$294K -$15.8K -198 -5%
CWS
1035
Confluence Wealth Services
Pennsylvania
$292K +$286K +3,586 New
S
1036
Sunpointe
Missouri
$286K +$1.6K +20 +0.6%
OFG
1037
Oxford Financial Group
Indiana
$286K +$7.91K +99 +3%
GMA
1038
Glassy Mountain Advisors
Maryland
$285K – – –
FCMT
1039
Founders Capital Management (Texas)
Texas
$281K -$7.99K -100 -3%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$280K +$18.5K +232 +7%
TCOO
1041
Trust Company of Oklahoma
Oklahoma
$278K -$8.63K -108 -3%
SAG
1042
SageView Advisory Group
California
$278K +$272K +3,411 New
UCB
1043
United Community Bank
South Carolina
$278K +$43.5K +545 +19%
TWA
1044
TCI Wealth Advisors
Arizona
$278K -$1.2K -15 -0.4%
A
1045
AJOVista
Massachusetts
$275K – – –
HR
1046
Hardy Reed
Mississippi
$274K +$268K +3,360 New
PWAC
1047
Private Wealth Advisors (California)
California
$274K +$3.19K +40 +1%
GWM
1048
Gray Wealth Management
Maine
$273K +$2.72K +34 +1%
FWM
1049
Focused Wealth Management
New York
$273K +$3.04K +38 +1%
ST
1050
Sabal Trust
Florida
$272K – – –
40 41
42
43 44