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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1601
Grace Capital
Massachusetts
$216K -$83.4K -800 -29%
AP
1602
Arlington Partners
Alabama
$216K – – –
BWM
1603
BigSur Wealth Management
Florida
$216K – – –
FA
1604
Fortis Advisors
Pennsylvania
$216K – – –
AWM
1605
Altavista Wealth Management
North Carolina
$214K -$10.4K -100 -5%
SAM
1606
SP Asset Management
California
$214K – – –
GAMC
1607
Garner Asset Management Corp
Texas
$214K +$3.13K +30 +2%
BMC
1608
Beaton Management Company
Massachusetts
$214K +$206K +1,975 New
HCP
1609
Holt Capital Partners
Texas
$211K – – –
MMHP
1610
Murphy Middleton Hinkle & Parker
Georgia
$211K +$203K +1,950 New
HFM
1611
Hartford Financial Management
Connecticut
$210K – – –
CBFP
1612
Cedar Brook Financial Partners
Ohio
$210K +$202K +1,937 New
CPA
1613
Capital Planning Advisors
California
$208K -$12.7K -122 -6%
PFBT
1614
Parkside Financial Bank & Trust
Missouri
$207K +$11.7K +112 +6%
FMBTD
1615
First Midwest Bank Trust Division
Illinois
$207K +$200K +1,921 New
FDS
1616
First Dallas Securities
Texas
$206K -$172K -1,650 -46%
CFGS
1617
Concourse Financial Group Securities
Alabama
$206K -$44.5K -427 -18%
DOA
1618
D'Orazio & Associates
Virginia
$206K -$10.4K -100 -5%
PWLP
1619
Prio Wealth Limited Partnership
Massachusetts
$206K +$198K +1,901 New
PTP
1620
Platform Technology Partners
New York
$205K +$198K +1,898 New
POIA
1621
Pin Oak Investment Advisors
Texas
$203K -$16.2K -155 -8%
BWP
1622
Bernardo Wealth Planning
Pennsylvania
$202K -$6.98K -67 -3%
EWM
1623
Endurance Wealth Management
Rhode Island
$202K – – –
RB
1624
Rodgers Brothers
Pennsylvania
$202K +$195K +1,870 New
AWM
1625
Absher Wealth Management
North Carolina
$201K +$180K +1,725 New
63 64
65
66 67