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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
826
Financial Architects (New Jersey)
New Jersey
$212K +$194K +1,571 New
GG
827
Gofen & Glossberg
Illinois
$208K +$191K +1,546 New
NNP
828
Nachman Norwood & Parrott
South Carolina
$207K – – –
ONST
829
Old North State Trust
North Carolina
$207K +$165K +1,332 +666%
OIA
830
OneDigital Investment Advisors
Kansas
$205K +$188K +1,522 New
CBTWT
831
Community Bank & Trust (Waco, Texas)
Texas
$204K +$187K +1,514 New
CWA
832
Capital Wealth Alliance
Arizona
$204K +$191K +1,550 New
BPB
833
Badgley, Phelps & Bell
Washington
$202K +$185K +1,500 New
LS
834
Leelyn Smith
Illinois
$185K -$90.8K -735 -35%
APC
835
Aspire Private Capital
North Carolina
$177K +$1.98K +16 +1%
EDRH
836
Edmond de Rothschild Holding
Switzerland
$176K – – –
AF
837
Allworth Financial
California
$165K -$1.11K -9 -0.7%
FWM
838
ForthRight Wealth Management
Georgia
$163K +$150K +1,211 New
PP
839
Paloma Partners
Connecticut
$162K -$19.4M -157,405 -99%
BFC
840
Bedel Financial Consulting
Indiana
$144K +$1.73K +14 +1%
PWPS
841
Pinnacle Wealth Planning Services
Ohio
$135K +$123K +998 New
IR
842
Invictus RG
Bermuda
$131K -$810K -6,556 -87%
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K – – –
RCG
844
Rock Creek Group
District of Columbia
$125K -$164K -1,327 -59%
ZB
845
Zions Bancorporation
Utah
$125K +$9.88K +80 +9%
LGA
846
Lebenthal Global Advisors
New York
$123K +$113K +915 New
VCG
847
Vantage Consulting Group
Virginia
$122K +$112K +907 New
BCA
848
Berman Capital Advisors
Georgia
$119K +$23.6K +191 +28%
CCA
849
Catalyst Capital Advisors
New York
$118K +$108K +875 New
MHR
850
Matthew Hamilton Rosenberg
$116K – – –
32 33
34
35 36