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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
926
Convergence Investment Partners
Florida
$242K -$56.5K -408 -19%
PCIG
927
Partners Capital Investment Group
Massachusetts
$242K +$239K +1,727 New
CBT
928
Central Bank & Trust
Kentucky
$241K – – –
WA
929
Wealth Alliance
New York
$240K +$1.66K +12 +0.7%
KIA
930
KCM Investment Advisors
California
$238K +$236K +1,700 New
CCA
931
Childress Capital Advisors
Texas
$237K +$234K +1,691 New
OA
932
Operose Advisors
Wisconsin
$237K +$33.2K +240 +17%
RWB
933
RMR Wealth Builders
New Jersey
$236K – – –
WTC
934
WhitTier Trust Company
Nevada
$236K +$6.37K +46 +3%
FCA
935
Fortis Capital Advisors
Kansas
$235K -$1.8K -13 -0.8%
WTA
936
Washington Trust Advisors
Massachusetts
$235K +$6.65K +48 +3%
LCWP
937
Legacy Capital Wealth Partners
Arkansas
$233K +$231K +1,667 New
PTP
938
Platform Technology Partners
New York
$233K -$22.9K -165 -9%
IWM
939
IHT Wealth Management
Illinois
$233K -$121K -870 -34%
LAS
940
Lloyd Advisory Services
Georgia
$230K +$227K +1,639 New
NG
941
Norden Group
Utah
$230K +$227K +1,639 New
MA
942
MJP Associates
Connecticut
$230K – – –
PO
943
Private Ocean
California
$229K -$3.88K -28 -2%
QFA
944
Quantum Financial Advisors
California
$229K – – –
PSP
945
Pacific Sage Partners
Washington
$227K – – –
TCWM
946
Total Clarity Wealth Management
Illinois
$227K +$224K +1,620 New
AA
947
Alta Advisers
United Kingdom
$224K – – –
RAG
948
RIA Advisory Group
Iowa
$223K +$220K +1,590 New
PCI
949
Planning Center Inc
Illinois
$222K -$4.85K -35 -2%
MGIA
950
Moneta Group Investment Advisors
Missouri
$221K +$219K +1,578 New
36 37
38
39 40