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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1276
Personal CFO Solutions
New Jersey
$200K +$204K +2,535 New
TPCW
1277
TD Private Client Wealth
New York
$198K -$26.6K -330 -12%
ANBT
1278
American National Bank & Trust
Texas
$192K -$126K -1,560 -39%
LI
1279
LRI Investments
Florida
$187K -$110K -1,365 -37%
GBT
1280
Grove Bank & Trust
Florida
$185K +$50.8K +630 +37%
ADL
1281
Asset Dedication LLC
California
$184K – – –
BCWM
1282
Bartlett & Co Wealth Management
Ohio
$183K -$1.21K -15 -0.6%
CAL
1283
Capital Advisors Ltd
Ohio
$170K – – –
UFF
1284
USA Financial Formulas
Michigan
$170K -$1.21K -15 -0.7%
PWMG
1285
Private Wealth Management Group
New Jersey
$167K -$38.7K -480 -18%
AT
1286
Avalon Trust
New Mexico
$167K +$49.6K +615 +41%
HIIFS
1287
Harel Insurance Investments & Financial Services
Israel
$165K -$571K -7,080 -77%
WWP
1288
WR Wealth Planners
Missouri
$165K – – –
F1I
1289
Fund 1 Investments
Puerto Rico
$164K +$167K +2,070 New
FMII
1290
Farmers & Merchants Investments Inc
Nebraska
$160K – – –
FRA
1291
Front Row Advisors
California
$160K – – –
CW
1292
Curio Wealth
Maryland
$159K +$162K +2,010 New
CA
1293
CoreCap Advisors
Michigan
$153K -$56.8K -705 -27%
RS
1294
R Squared
Hong Kong
$142K +$145K +1,800 New
HGERS
1295
Householder Group Estate & Retirement Specialist
Arizona
$142K +$3.63K +45 +3%
APW
1296
Aventura Private Wealth
Florida
$139K +$142K +1,755 New
HIA
1297
Harbor Investment Advisory
Maryland
$138K – – –
CFO
1298
CVA Family Office
Colorado
$138K +$15.7K +195 +13%
VWM
1299
Venturi Wealth Management
Texas
$134K -$2.42K -30 -2%
AGWCA
1300
Annis Gardner Whiting Capital Advisors
Florida
$134K -$1.21K -15 -0.9%
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