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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1151
Capital Financial Group
Colorado
$385K +$402K +1,894 New
BWM
1152
BankPlus Wealth Management
Mississippi
$384K +$31.2K +147 +8%
LIM
1153
Longfellow Investment Management
Massachusetts
$382K – – –
IAS
1154
Insigneo Advisory Services
Florida
$382K +$38.4K +181 +11%
TFA
1155
Toth Financial Advisory
Virginia
$382K +$7.21K +34 +2%
PCM
1156
Presidio Capital Management
California
$380K +$397K +1,873 New
CH
1157
Cromwell Holdings
Wyoming
$380K – – –
PAG
1158
Private Advisory Group
Washington
$378K -$21.8K -103 -5%
MA
1159
MJP Associates
Connecticut
$377K -$5.94K -28 -1%
AA
1160
ABC Arbitrage
France
$376K +$393K +1,854 New
VAG
1161
VisionPoint Advisory Group
Texas
$373K -$42.6K -201 -10%
PR
1162
Payden & Rygel
California
$372K -$7.16M -33,770 -95%
MBTD
1163
Mechanics Bank - Trust Department
California
$370K – – –
HWM
1164
Hohimer Wealth Management
Washington
$366K +$212 +1 +0.1%
NWAG
1165
Net Worth Advisory Group
Utah
$364K -$170K -801 -31%
PCS
1166
Personal CFO Solutions
New Jersey
$363K -$49.6K -234 -12%
FCMA
1167
Foresight Capital Management Advisors
Michigan
$362K +$28K +132 +8%
HBT
1168
Heartland Bank & Trust
Illinois
$361K -$6.78K -32 -2%
TCOT
1169
Trust Company of Toledo
Ohio
$359K -$34.3K -162 -8%
PPWM
1170
PFG Private Wealth Management
Florida
$359K +$375K +1,767 New
SWA
1171
Stratos Wealth Advisors
Ohio
$357K +$6.57K +31 +2%
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$356K +$372K +1,755 New
MT
1173
Midwest Trust
Kansas
$355K +$114K +536 +44%
RCM
1174
Raleigh Capital Management
North Carolina
$354K -$4.88K -23 -1%
JIC
1175
Johnson Investment Counsel
Ohio
$354K -$74.8K -353 -17%
45 46
47
48 49