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Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
826
C.M. Bidwell & Associates
Hawaii
$233K -$40.3K -885 -15%
GWM
827
Greenwich Wealth Management
Connecticut
$233K -$20.9K -460 -8%
FFP
828
FourThought Financial Partners
Florida
$230K +$12.1K +265 +6%
MCC
829
Money Concepts Capital
Florida
$230K -$548K -12,025 -71%
HFP
830
Holistic Financial Partners
Indiana
$229K – – –
NCM
831
Novare Capital Management
North Carolina
$229K – – –
CPSAC
832
Chas P. Smith & Associates (CPS)
Florida
$229K -$2.5K -55 -1%
MWP
833
Madison Wealth Partners
Wisconsin
$227K – – –
PTC
834
Petrus Trust Company
Texas
$227K -$212K -4,660 -49%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$227K -$87.2K -1,915 -28%
PVI
836
Pine Valley Investments
New Jersey
$226K +$213K +4,675 New
RWP
837
Revolve Wealth Partners
New Jersey
$225K -$12.1K -265 -5%
IWN
838
Independent Wealth Network
Iowa
$225K +$2.73K +60 +1%
WPA
839
West Paces Advisors
Georgia
$225K – – –
KA
840
Kovack Advisors
Florida
$224K -$8.65K -190 -4%
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$224K – – –
BSW
842
Buckingham Strategic Wealth
Missouri
$224K – – –
AIM
843
Acropolis Investment Management
Missouri
$223K -$99.7K -2,190 -32%
CFP
844
Catalyst Financial Partners
Massachusetts
$222K +$215K +4,730 New
SFI
845
Siemens Fonds Invest
Germany
$219K -$911 -20 -0.4%
MCCP
846
Mission Creek Capital Partners
California
$219K – – –
FFM
847
Forum Financial Management
Illinois
$218K – – –
NHC
848
Nicholas Hoffman & Company
Georgia
$218K – – –
AMR
849
Asset Management Resources
Massachusetts
$217K +$210K +4,615 New
CT
850
Cambridge Trust
Massachusetts
$216K – – –
32 33
34
35 36