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Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
1701
Hoertkorn Richard Charles
$275K +$199K +2,500 +357%
MMC
1702
Mizuho Markets Cayman
Cayman Islands
$275K +$255K +3,200 New
PAG
1703
Private Advisory Group
Washington
$275K +$256K +3,204 New
AHB
1704
Abner Herrman & Brock
New Jersey
$274K -$9.01K -113 -3%
MGWM
1705
Marks Group Wealth Management
Minnesota
$273K +$798 +10 +0.3%
CHA
1706
Cooper/Haims Advisors
New York
$273K +$1.99K +25 +0.8%
T
1707
TRUADVICE
Florida
$273K +$246K +3,090 New
GCP
1708
Gill Capital Partners
Colorado
$272K – – –
EPWM
1709
Essex Private Wealth Management
Massachusetts
$272K +$7.98K +100 +3%
BL
1710
Balentine LLC
Georgia
$272K +$11.8K +148 +5%
ML
1711
McAdam LLC
Pennsylvania
$271K +$251K +3,152 New
WB
1712
Webster Bank
Connecticut
$270K -$18.8K -236 -7%
SAM
1713
Shone Asset Management
California
$270K +$1.2K +15 +0.5%
RWB
1714
RMR Wealth Builders
New Jersey
$270K +$190K +2,383 +312%
PFO
1715
Pathstone Family Office
New Jersey
$269K -$8.77K -110 -3%
MPW
1716
Monterey Private Wealth
California
$269K +$15.8K +198 +7%
PG
1717
Prostatis Group
Maryland
$269K +$250K +3,130 New
MWM
1718
Meridian Wealth Management
Kentucky
$267K +$248K +3,106 New
AP
1719
Appleton Partners
Massachusetts
$266K +$7.98K +100 +3%
SSW
1720
Smith Shellnut Wilson
Mississippi
$265K -$14.7K -184 -6%
HI
1721
Hoey Investments
Pennsylvania
$265K +$12K +150 +5%
UAM
1722
UAS Asset Management
New York
$262K -$11.1M -139,080 -98%
WOC
1723
West Oak Capital
California
$262K -$31.9K -400 -12%
HIS
1724
Harvest Investment Services
Illinois
$262K -$31.5K -395 -11%
WP
1725
WealthSource Partners
California
$261K -$9.81K -123 -4%
67 68
69
70 71