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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1101
Lindbrook Capital
California
$136K +$44.3K +1,192 +61%
WIM
1102
WealthPlan Investment Management
Nebraska
$136K -$75.8K -2,040 -39%
CH
1103
Canton Hathaway
Rhode Island
$130K +$112K +3,000 New
BBHC
1104
Brown Brothers Harriman & Co
New York
$128K -$19K -512 -15%
AF
1105
Advisornet Financial
Minnesota
$127K -$9.26K -249 -8%
LFASL
1106
Lugano Financial Advisors SA (LFA)
Switzerland
$120K – – –
DSC
1107
Duncker Streett & Co
Missouri
$120K – – –
KSWA
1108
Kathleen S. Wright Associates
Pennsylvania
$115K – – –
ADL
1109
Asset Dedication LLC
California
$113K – – –
SSB
1110
Sandy Spring Bank
Maryland
$107K +$31.8K +855 +52%
WPWM
1111
Western Pacific Wealth Management
Illinois
$107K +$91.9K +2,472 New
CF
1112
Centaurus Financial
California
$102K -$50.6K -1,361 -36%
CAC
1113
Core Alternative Capital
Georgia
$96.8K +$9.85K +265 +13%
WTC
1114
WhitTier Trust Company
Nevada
$95.6K -$1.57M -42,255 -95%
UB
1115
UMB Bank
Missouri
$91.9K -$16.5K -444 -17%
HCP
1116
Hexagon Capital Partners
Arkansas
$86.8K -$9.7K -261 -11%
JEST
1117
JTC Employer Solutions Trustee
Jersey
$86K – – –
HI
1118
Harbour Investments
Wisconsin
$85.4K -$38.3K -1,030 -34%
HBW
1119
Hazlett, Burt & Watson
West Virginia
$85K +$3.87K +104 +6%
LFG
1120
Larson Financial Group
Missouri
$83.5K -$43.8K -1,179 -38%
RTC
1121
Riverview Trust Company
Washington
$83.5K – – –
TCM
1122
Tradewinds Capital Management
Washington
$82.5K – – –
FWM
1123
Focused Wealth Management
New York
$82.4K -$3.72K -100 -5%
SFCL
1124
Strengthening Families & Communities LLC
Massachusetts
$79K +$67.9K +1,827 New
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$75.4K – – –
43 44
45
46 47