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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
751
Covington Capital Management
California
$269K +$2.98K +30 +1%
PFA
752
Professional Financial Advisors
Nebraska
$269K +$13.9K +140 +5%
AWS
753
AJ Wealth Strategies
New York
$266K +$258K +2,600 New
CAM
754
Cypress Asset Management
Texas
$265K -$3.92M -39,460 -94%
SBWIC
755
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K – – –
LWM
756
Laidlaw Wealth Management
New York
$263K -$98.4K -990 -28%
IWC
757
Integrated Wealth Concepts
Massachusetts
$258K -$56.7K -570 -18%
BBI
758
Baxter Bros Inc
Connecticut
$256K – – –
PC
759
Pecaut & Co
Iowa
$256K – – –
PI
760
Pachira Investments
California
$254K +$33.8K +340 +16%
AG
761
Algert Global
California
$253K – – –
GAM
762
Griffin Asset Management
New York
$252K -$137K -1,380 -36%
RW
763
REDW Wealth
New Mexico
$251K – – –
AC
764
Abbrea Capital
California
$249K -$300K -3,020 -55%
BIAS
765
Beacon Investment Advisory Services
New Jersey
$248K +$241K +2,420 New
BWP
766
Bernardo Wealth Planning
Pennsylvania
$248K +$242K +2,430 New
RG
767
Rikoon Group
New Mexico
$244K -$31.8K -320 -12%
TW
768
Transform Wealth
Colorado
$244K +$6.96K +70 +3%
AAP
769
Arax Advisory Partners
Colorado
$242K -$73.6K -740 -24%
PSUF
770
People's United Financial
Connecticut
$242K -$44.7K -450 -16%
WWM
771
Western Wealth Management
Colorado
$242K -$31.8K -320 -12%
LF
772
LifeSteps Financial
California
$237K -$22.9K -230 -9%
SS
773
Sunbelt Securities
Texas
$235K -$131K -1,320 -38%
LWIC
774
Leith Wheeler Investment Counsel
British Columbia, Canada
$235K -$124K -1,250 -35%
CGL
775
Clarius Group LLC
Washington
$235K +$229K +2,300 New
29 30
31
32 33