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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1101
RBO & Co
California
$356K – – –
DWM
1102
Darwin Wealth Management
Florida
$355K +$353K +6,211 New
RCAMU
1103
Rothschild & Co Asset Management US
Connecticut
$355K +$353K +6,211 New
WP
1104
WealthPLAN Partners
Nebraska
$355K +$483K +8,499 New
NB
1105
Nicolet Bankshares
Wisconsin
$354K +$21.3K +374 +6%
AIA
1106
AIMZ Investment Advisors
California
$353K – – –
WP
1107
WealthSource Partners
California
$352K -$316K -5,551 -47%
AFP
1108
Ausdal Financial Partners
Iowa
$350K +$71.7K +1,261 +26%
EWA
1109
Exencial Wealth Advisors
Oklahoma
$349K -$3.81K -67 -1%
BAC
1110
Boys Arnold & Co
North Carolina
$349K +$347K +6,108 New
WIS
1111
Wright Investors Service
Connecticut
$348K +$347K +6,100 New
SWA
1112
SFMG Wealth Advisors
Texas
$346K -$13.9K -245 -4%
RWM
1113
Raffa Wealth Management
District of Columbia
$344K -$28.4K -500 -8%
BCM
1114
Blume Capital Management
California
$343K – – –
TSS
1115
Thomas Story & Son
Indiana
$343K – – –
PAA
1116
Peregrine Asset Advisers
Oregon
$342K -$28.4K -500 -8%
RIG
1117
Roosevelt Investment Group
New York
$340K -$24.4K -430 -7%
IC
1118
Intersect Capital
California
$339K +$28.5K +502 +9%
WIP
1119
Wellesley Investment Partners
Massachusetts
$338K -$54K -950 -14%
ATC
1120
Adirondack Trust Company
New York
$337K -$13.4K -236 -4%
JWA
1121
JFS Wealth Advisors
Pennsylvania
$334K -$2.62K -46 -0.8%
SPWA
1122
SteelBridge Private Wealth Advisors
Florida
$333K -$625 -11 -0.2%
EWM
1123
Elite Wealth Management
Washington
$333K – – –
SWA
1124
Sutton Wealth Advisors
Florida
$330K +$3.41K +60 +1%
EWM
1125
Evermay Wealth Management
Virginia
$330K -$9.1K -160 -3%
43 44
45
46 47