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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
926
WT Wealth Management
Arizona
$235K +$193K +3,019 New
CCM
927
Chilton Capital Management
Texas
$234K – – –
NPA
928
Nichols & Pratt Advisers
Massachusetts
$234K -$128K -2,000 -40%
WP
929
WealthSource Partners
California
$233K -$55K -862 -22%
ACIM
930
Azimuth Capital Investment Management
Michigan
$232K +$190K +2,978 New
FG
931
Formula Growth
Quebec, Canada
$231K -$4.92M -77,039 -96%
AFP
932
Ausdal Financial Partners
Iowa
$230K -$75.9K -1,189 -29%
TA
933
TFB Advisors
Kansas
$226K +$185K +2,900 New
AAM
934
Azzad Asset Management
Virginia
$225K +$185K +2,894 New
FA
935
Fiduciary Alliance
South Carolina
$223K +$183K +2,867 New
FLPIM
936
F.L. Putnam Investment Management
Massachusetts
$223K +$182K +2,857 New
HGWM
937
Horst & Graben Wealth Management
Oregon
$222K +$182K +2,856 New
SM
938
Sciencast Management
New Jersey
$222K +$182K +2,856 New
ST
939
Spinnaker Trust
Maine
$221K +$181K +2,837 New
EWA
940
Evolution Wealth Advisors
Florida
$219K +$179K +2,810 New
FPCP
941
Fort Point Capital Partners
California
$218K +$179K +2,804 New
VFA
942
Values First Advisors
Tennessee
$218K +$179K +2,804 New
KCM
943
Kathmere Capital Management
Pennsylvania
$217K +$178K +2,790 New
TCM
944
Triumph Capital Management
Colorado
$217K +$178K +2,786 New
SW
945
Solidarity Wealth
Utah
$217K -$712K -11,150 -80%
B
946
Bridgeworth
Alabama
$216K +$177K +2,773 New
FG
947
Fairman Group
Pennsylvania
$214K +$176K +2,750 New
FA
948
Fagan Associates
New York
$213K +$174K +2,730 New
GFPC
949
Global Financial Private Client
Florida
$211K – – –
YIA
950
YHB Investment Advisors
Connecticut
$211K +$173K +2,705 New
36 37
38
39 40