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Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1401
Indiana Trust & Investment Management
Indiana
$213K +$207K +3,301 New
TFO
1402
Tarbox Family Office
California
$212K -$45.8K -732 -18%
AFNAS
1403
American Financial Network Advisory Services
California
$212K +$206K +3,285 New
BDF
1404
Black Diamond Financial
Maryland
$212K +$210K +3,350 New
BFA
1405
Bragg Financial Advisors
North Carolina
$211K +$205K +3,275 New
WA
1406
Winfield Associates
Ohio
$210K – – –
RIA
1407
Regal Investment Advisors
Michigan
$210K +$204K +3,262 New
CPIG
1408
Chicago Partners Investment Group
Illinois
$209K -$408K -6,523 -67%
RIM
1409
Regent Investment Management
Kentucky
$209K -$37.6K -600 -16%
WCWM
1410
Willow Creek Wealth Management
California
$208K -$23.8K -380 -11%
FA
1411
FCG Advisors
New Jersey
$208K +$202K +3,223 New
OA
1412
Opes Advisors
California
$207K +$202K +3,222 New
CPSAC
1413
Chas P. Smith & Associates (CPS)
Florida
$206K +$200K +3,195 New
BCM
1414
Brookstone Capital Management
Illinois
$205K -$103K -1,651 -34%
VCM
1415
Virtue Capital Management
Tennessee
$204K -$79.9K -1,276 -29%
SWM
1416
SVA Wealth Management
Wisconsin
$203K -$78.6K -1,255 -28%
HT
1417
Heritage Trust
Oklahoma
$203K +$169K +2,706 +612%
TA
1418
TCG Advisors
Texas
$203K +$197K +3,146 New
GCA
1419
Gradient Capital Advisors
California
$203K +$197K +3,153 New
PBT
1420
Pictet Bank & Trust
Bahamas
$202K +$197K +3,142 New
GVAG
1421
Great Valley Advisor Group
Delaware
$202K +$198K +3,164 New
RFWA
1422
RPg Family Wealth Advisory
Massachusetts
$202K +$24.1K +385 +14%
MHS
1423
M Holdings Securities
Oregon
$201K +$196K +3,129 New
BW
1424
Bison Wealth
Georgia
$200K +$194K +3,099 New
RWA
1425
River Wealth Advisors
Pennsylvania
$198K -$6.63K -106 -3%
55 56
57
58 59