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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
526
Carroll Financial Associates
North Carolina
$89K -$14K -825 -15%
JCM
527
Jacobi Capital Management
Pennsylvania
$89K +$38.1K +2,250 +100%
WIM
528
Westside Investment Management
California
$86.4K +$39.8K +2,355 +115%
GBBWRPM
529
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$85K -$71.1K -4,200 -48%
SBL
530
Sargent Bickham Lagudis
Colorado
$82K -$2.54K -150 -3%
HNB
531
Huntington National Bank
Ohio
$81K +$3.81K +225 +5%
FCB
532
First Command Bank
Texas
$76K – – –
FCFS
533
First Command Financial Services
Texas
$76K – – –
VNA
534
Valley National Advisers
Pennsylvania
$75K – – –
PAI
535
Pittenger & Anderson Inc
Nebraska
$70K -$8.12K -480 -11%
UWPG
536
Ullmann Wealth Partners Group
Florida
$69K +$63.4K +3,750 New
PCP
537
Proficio Capital Partners
Massachusetts
$63K +$46.4K +2,745 +871%
WA
538
WFG Advisors
Texas
$62K -$34.8K -2,055 -38%
QCG
539
Quadrant Capital Group
Ohio
$60K -$42.4K -2,505 -41%
WAM
540
Wealthspire Advisors (Maryland)
Maryland
$60K -$16K -945 -23%
KF
541
Krilogy Financial
Missouri
$59K – – –
AIM
542
Advantage Investment Management
Iowa
$57K -$12.2K -720 -19%
WP
543
WealthPLAN Partners
Nebraska
$56K +$48.2K +2,850 New
GI
544
Gradient Investments
Minnesota
$56K -$6.34K -375 -11%
MCM
545
MV Capital Management
Maryland
$56K – – –
TDC
546
Thompson Davis & Co
Virginia
$56K – – –
TCM
547
Tradewinds Capital Management
Washington
$54K +$7.11K +420 +17%
GRP
548
Global Retirement Partners
California
$54K +$19K +1,125 +64%
ATC
549
Adirondack Trust Company
New York
$53K +$14.5K +855 +42%
OAM
550
Oppenheimer Asset Management
New York
$51K +$47K +2,775 New
20 21
22
23 24