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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
901
WealthPlan Investment Management
Nebraska
$267K – – –
CS
902
Cannell & Spears
New York
$265K +$269K +482 New
RCM
903
Raleigh Capital Management
North Carolina
$264K +$14.5K +26 +6%
CFG
904
Citizens Financial Group
Rhode Island
$262K +$9.5K +17 +4%
RCA
905
Resonant Capital Advisors
Wisconsin
$259K +$263K +471 New
SSCM
906
Spectrum Strategic Capital Management
Oregon
$257K -$78.8K -141 -23%
LI
907
LifeWealth Investments
Florida
$256K +$260K +466 New
PA
908
Promethium Advisors
Maryland
$251K -$172K -308 -40%
MAM
909
Martingale Asset Management
Massachusetts
$249K -$158K -282 -38%
GT
910
Greenleaf Trust
Michigan
$249K +$253K +453 New
AF
911
Allworth Financial
California
$248K +$20.7K +37 +10%
SC
912
Savant Capital
Illinois
$247K -$336K -602 -57%
SRC
913
Shufro Rose & Co
New York
$245K +$249K +445 New
SI
914
Sava Infond
Slovenia
$242K +$246K +440 New
CA
915
Cache Advisors
California
$241K +$245K +438 New
TAM
916
Tocqueville Asset Management
New York
$240K -$16.8K -30 -6%
TW
917
Traveka Wealth
California
$240K +$244K +436 New
MWM
918
Meridian Wealth Management
Kentucky
$239K +$243K +435 New
BCM
919
Berbice Capital Management
New York
$237K +$22.4K +40 +10%
FIA
920
Foundations Investment Advisors
Arizona
$237K +$240K +430 New
IIA
921
IPG Investment Advisors
California
$234K +$238K +426 New
HA
922
Huntleigh Advisors
Missouri
$234K +$238K +425 New
BWM
923
Bosman Wealth Management
California
$231K +$235K +420 New
AWM
924
Apex Wealth Management
New Hampshire
$228K +$232K +415 New
SCM
925
Stevens Capital Management
Pennsylvania
$228K +$232K +415 New
35 36
37
38 39