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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
CCG Wealth Management
California
$251K -$47.1K -250 -16%
IF
1927
Intrua Financial
Texas
$251K -$3.39K -18 -1%
AA
1928
AlphaMark Advisors
Kentucky
$251K – – –
GIM
1929
Grassi Investment Management
California
$251K – – –
EWM
1930
Empirical Wealth Management
Washington
$251K +$240K +1,273 New
GFS
1931
GYL Financial Synergies
Connecticut
$250K +$3.39K +18 +1%
FI
1932
Financial Insights
Washington
$249K +$138K +731 +137%
IWA
1933
Intercontinental Wealth Advisors
Texas
$249K +$238K +1,264 New
KCM
1934
Kathmere Capital Management
Pennsylvania
$248K -$122K -650 -34%
KCM
1935
Kanawha Capital Management
Virginia
$248K – – –
MA
1936
MCF Advisors
Kentucky
$248K +$45.8K +243 +24%
PWW
1937
Pettyjohn Wood & White
Virginia
$246K -$9.42K -50 -4%
CA
1938
Claro Advisors
Massachusetts
$246K -$7.91K -42 -3%
PW
1939
Peninsula Wealth
California
$246K -$1.88K -10 -0.8%
KS
1940
Karpas Strategies
Connecticut
$246K – – –
HCM
1941
Highlander Capital Management
New Jersey
$246K +$47.1K +250 +25%
DAM
1942
Deltec Asset Management
New York
$246K +$235K +1,250 New
HPIA
1943
Hamilton Point Investment Advisors
North Carolina
$246K +$235K +1,250 New
FMW
1944
Farr Miller & Washington
District of Columbia
$245K -$18.8K -100 -7%
MFS
1945
Madrona Financial Services
Washington
$245K +$234K +1,244 New
PSP
1946
Principal Street Partners
Tennessee
$244K +$234K +1,240 New
FFG
1947
Ford Financial Group
California
$244K +$234K +1,243 New
FAS
1948
Formuepleje A/S
Denmark
$242K -$71.9K -382 -24%
CBT
1949
Central Bank & Trust
Kentucky
$241K -$141K -751 -38%
UAS
1950
United Asset Strategies
New York
$241K – – –
76 77
78
79 80