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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
926
Thompson Davis & Co
Virginia
$253K – – –
MP
927
McDonald Partners
Ohio
$253K +$28.1K +200 +12%
JEST
928
JTC Employer Solutions Trustee
Jersey
$253K – – –
NP
929
NorthRock Partners
Minnesota
$252K -$19.6K -140 -7%
TC
930
TownSquare Capital
Utah
$250K +$9.82K +70 +4%
BBHC
931
Brown Brothers Harriman & Co
New York
$248K -$488K -3,476 -66%
TF
932
Talbot Financial
Washington
$247K – – –
PWMAG
933
Pinnacle Wealth Management Advisory Group
New Jersey
$247K +$15.4K +110 +7%
NB
934
Northwest Bancshares
Pennsylvania
$246K +$2.81K +20 +1%
RG
935
Renaissance Group
Kentucky
$245K +$23.4K +167 +10%
WANY
936
Wealthspire Advisors (New York)
New York
$243K -$21.3K -152 -8%
FFA
937
First Foundation Advisors
California
$243K -$9.12K -65 -4%
CBT
938
Central Bank & Trust
Kentucky
$239K -$3.65K -26 -1%
WA
939
Wealth Alliance
New York
$237K -$68.2K -486 -22%
KFA
940
Kapstone Financial Advisors
Ohio
$236K – – –
FCA
941
Fortis Capital Advisors
Kansas
$235K +$16.4K +117 +7%
AC
942
Avestar Capital
New York
$234K +$237K +1,688 New
RWB
943
RMR Wealth Builders
New Jersey
$234K -$2.1K -15 -0.9%
MHR
944
Matthew Hamilton Rosenberg
$233K +$281 +2 +0.1%
WLPWM
945
Walled Lake Planning & Wealth Management
Illinois
$232K +$2.53K +18 +1%
PO
946
Private Ocean
California
$231K – – –
CHP
947
Cable Hill Partners
Oregon
$231K -$21.5K -153 -8%
MA
948
MONECO Advisors
Connecticut
$228K +$231K +1,644 New
RFA
949
Resurgent Financial Advisors
Georgia
$228K -$18.4K -131 -7%
MA
950
MJP Associates
Connecticut
$228K +$17.5K +125 +8%
36 37
38
39 40