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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
951
WhitTier Trust Company
Nevada
$227K +$982 +7 +0.4%
QFA
952
Quantum Financial Advisors
California
$227K – – –
BWP
953
BSW Wealth Partners
Colorado
$227K -$7.3K -52 -3%
WTA
954
Washington Trust Advisors
Massachusetts
$226K -$39.6K -282 -15%
PSP
955
Pacific Sage Partners
Washington
$226K – – –
PCI
956
Planning Center Inc
Illinois
$225K +$6.32K +45 +3%
AWM
957
Accurate Wealth Management
Florida
$225K +$226K +1,610 New
AA
958
Alta Advisers
United Kingdom
$222K – – –
BWP
959
Baldwin Wealth Partners
Massachusetts
$222K – – –
LFA
960
Legacy Financial Advisors
Kentucky
$220K -$44.3K -316 -17%
ILI
961
Invesco LLC (Illinois)
Illinois
$218K +$220K +1,569 New
CL
962
Choreo LLC
Illinois
$217K -$842 -6 -0.4%
VFPI
963
Vantage Financial Partners (Illinois)
Illinois
$215K – – –
PWM
964
Perigon Wealth Management
California
$215K +$217K +1,549 New
PVI
965
Pine Valley Investments
New Jersey
$215K +$217K +1,546 New
ECG
966
Edge Capital Group
Georgia
$214K -$12.6K -90 -6%
AWM
967
Alterna Wealth Management
Texas
$214K +$216K +1,541 New
SAM
968
S.A. Mason
Michigan
$214K – – –
VWM
969
Vigilare Wealth Management
Arizona
$214K – – –
CIA
970
Caerus Investment Advisors
Texas
$209K – – –
CCG
971
Cypress Capital Group
Florida
$209K +$9.82K +70 +5%
XWM
972
Xcel Wealth Management
Florida
$208K +$140 +1 +0.1%
IFU
973
iSAM Funds (UK)
United Kingdom
$208K -$525K -3,744 -71%
VFA
974
Valeo Financial Advisors
Indiana
$206K -$132K -943 -39%
CFO
975
Collective Family Office
Pennsylvania
$205K -$14.3K -102 -6%
37 38
39
40 41