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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
951
Parcion Private Wealth
Washington
$221K +$226K +2,861 New
HGWM
952
Horst & Graben Wealth Management
Oregon
$220K – – –
HIC
953
Hartline Investment Corp
Illinois
$220K -$215K -2,716 -49%
BCA
954
Bay Colony Advisors
Massachusetts
$220K -$126K -1,600 -36%
ST
955
Spinnaker Trust
Maine
$219K – – –
SEIA
956
Signature Estate & Investment Advisors
California
$217K +$12.3K +156 +6%
FPCP
957
Fort Point Capital Partners
California
$216K – – –
CA
958
Claro Advisors
Massachusetts
$213K -$59.3K -750 -21%
NG
959
Norden Group
Utah
$213K +$218K +2,758 New
SW
960
Solidarity Wealth
Utah
$212K -$2.37K -30 -1%
WPC
961
Wedmont Private Capital
Pennsylvania
$212K -$101K -1,283 -31%
FG
962
Fairman Group
Pennsylvania
$212K – – –
GFPC
963
Global Financial Private Client
Florida
$212K – – –
TCM
964
Triumph Capital Management
Colorado
$212K -$6.4K -81 -3%
BP
965
Ballentine Partners
Massachusetts
$211K +$216K +2,737 New
BCV
966
Banque Cantonale Vaudoise
Switzerland
$211K +$62.3K +789 +41%
YIA
967
YHB Investment Advisors
Connecticut
$211K +$1.98K +25 +0.9%
WJA
968
Willis Johnson & Associates
Texas
$211K +$11.8K +149 +6%
GPA
969
Guerra Pan Advisors
New Jersey
$209K +$10.1K +128 +5%
FNBT
970
FineMark National Bank & Trust
Florida
$209K +$214K +2,708 New
KHCM
971
Kirtland Hills Capital Management
Ohio
$207K +$264K +3,347 New
AFP
972
Ausdal Financial Partners
Iowa
$207K -$21.4K -271 -9%
PFG
973
Prosperity Financial Group
California
$207K – – –
GI
974
GAMCO Investors
Connecticut
$207K +$212K +2,680 New
DFA
975
Davies Financial Advisors
California
$205K +$210K +2,653 New
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