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Name Holding Trade Value Shares
Change 		Change in
Stake
ICOA
976
Investment Centers of America
North Dakota
$246K +$230K +3,847 New
WP
977
WealthPLAN Partners
Nebraska
$246K +$230K +3,847 New
WPW
978
Waldron Private Wealth
Pennsylvania
$244K – – –
GAG
979
GM Advisory Group
New York
$243K +$227K +3,795 New
BL
980
BFSG LLC
California
$241K +$225K +3,757 New
FPFS
981
First Personal Financial Services
North Carolina
$239K -$4.13K -69 -2%
WB
982
Webster Bank
Connecticut
$239K +$200K +3,346 +881%
AWM
983
AE Wealth Management
Kansas
$236K -$2.82K -47 -1%
CC
984
Courier Capital
New York
$235K -$19.2K -320 -8%
SFA
985
Sequoia Financial Advisors
Ohio
$235K +$220K +3,668 New
BDWM
986
Brewin Dolphin Wealth Management
Ireland
$234K +$219K +3,660 New
SPWA
987
SteelBridge Private Wealth Advisors
Florida
$232K -$64.2K -1,071 -23%
MWM
988
Meridian Wealth Management
Kentucky
$232K +$217K +3,622 New
CWM
989
Cornerstone Wealth Management
Missouri
$231K +$210K +3,503 New
PFS
990
Physicians Financial Services
North Carolina
$231K +$216K +3,600 New
OCM
991
One Capital Management
California
$231K +$216K +3,610 New
PAM
992
Paradigm Asset Management
New York
$231K – – –
CA
993
Cambridge Advisors
Nebraska
$230K +$215K +3,589 New
CAG
994
Crestwood Advisors Group
Massachusetts
$228K – – –
BRF
995
B. Riley Financial
California
$228K +$213K +3,555 New
MFW
996
Meristem Family Wealth
Minnesota
$228K +$213K +3,557 New
GS
997
Gagnon Securities
New York
$223K +$208K +3,478 New
SBA
998
Seven Bridges Advisors
New York
$220K +$206K +3,440 New
NB
999
Nicolet Bankshares
Wisconsin
$219K +$205K +3,415 New
PCA
1000
Personal Capital Advisors
California
$218K +$204K +3,403 New
38 39
40
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