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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1276
Monograph Wealth Advisors
California
$329K +$366K +5,625 New
CWP
1277
CFM Wealth Partners
Texas
$328K -$2.54M -38,935 -87%
CM
1278
Capula Management
Cayman Islands
$325K -$92.8K -1,425 -20%
PIM
1279
Penobscot Investment Management
Massachusetts
$324K +$81.4K +1,250 +29%
IF
1280
Integrity Financial
Wyoming
$324K -$8.01K -123 -2%
MMPW
1281
Mitchell McLeod Pugh & Williams
Alabama
$322K +$13K +200 +4%
AF
1282
Advisornet Financial
Minnesota
$322K +$6.38K +98 +2%
CAMG
1283
CWA Asset Management Group
Florida
$322K +$53.2K +817 +17%
RP
1284
Riverbridge Partners
Minnesota
$322K – – –
GW
1285
GW & Wade
Massachusetts
$321K -$1.76K -27 -0.5%
SWM
1286
Spire Wealth Management
Virginia
$320K -$59.3K -910 -14%
TCG
1287
Tremblant Capital Group
Florida
$320K +$157K +2,415 +79%
GAM
1288
Grandview Asset Management
Pennsylvania
$318K -$64.9K -997 -15%
CA
1289
Cornerstone Advisory
Maryland
$317K -$124K -1,908 -26%
AB
1290
Atlas Brown
Kentucky
$315K +$28.5K +438 +9%
MA
1291
Montag & Associates
Georgia
$314K +$13K +200 +4%
WPC
1292
Wedmont Private Capital
Pennsylvania
$313K +$152K +2,338 +76%
BBNA
1293
Bremer Bank National Association
Minnesota
$313K -$36K -553 -9%
TSWM
1294
Triangle Securities Wealth Management
North Carolina
$310K -$113K -1,740 -25%
DIM
1295
DC Investments Management
Virginia
$310K – – –
BL
1296
Bleichroeder LP
New York
$310K – – –
CFGS
1297
Concourse Financial Group Securities
Alabama
$308K +$38.9K +597 +13%
AC
1298
Avestar Capital
New York
$306K +$73.8K +1,133 +28%
SP
1299
Successful Portfolios
Florida
$306K +$9.25K +142 +3%
MCM
1300
Manchester Capital Management
Vermont
$302K -$32.6K -500 -9%
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