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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1351
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K -$30.5K -425 -10%
CWP
1352
Capital Wealth Planning
Florida
$272K +$253K +3,527 New
ISWM
1353
Independent Solutions Wealth Management
New York
$270K -$37.3K -519 -13%
MCI
1354
MRP Capital Investments
Georgia
$269K – – –
CG
1355
Corundum Group
Colorado
$267K -$11.5K -160 -4%
SFFS
1356
Stonehage Fleming Financial Services
Jersey
$266K -$1.39M -19,298 -68%
CWM
1357
Cornerstone Wealth Management
Missouri
$266K -$55.3K -770 -18%
HA
1358
Herold Advisors
New York
$266K -$14.4K -200 -5%
FCM
1359
Fourpath Capital Management
Oklahoma
$265K -$22.4K -312 -8%
CRI
1360
Colonial River Investments
Virginia
$261K -$19.2K -268 -7%
IP
1361
Ignite Planners
California
$259K +$244K +3,396 New
RIM
1362
Redwood Investment Management
Arizona
$259K +$241K +3,361 New
JCM
1363
Jacobi Capital Management
Pennsylvania
$258K – – –
BSW
1364
Buckingham Strategic Wealth
Missouri
$256K +$239K +3,329 New
SMA
1365
Sage Mountain Advisors
Georgia
$254K +$237K +3,305 New
ECM
1366
EMC Capital Management
Texas
$254K +$35.9K +500 +18%
WPWM
1367
Western Pacific Wealth Management
Illinois
$252K +$6.39K +89 +3%
DCM
1368
DGS Capital Management
New Jersey
$252K +$235K +3,274 New
PPW
1369
Pasadena Private Wealth
California
$250K – – –
PWMAG
1370
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$233K +3,247 New
OL
1371
Optas LLC
Texas
$249K +$232K +3,230 New
AGP
1372
Autumn Glory Partners
Texas
$249K – – –
SYBT
1373
Stock Yards Bank & Trust
Kentucky
$249K +$232K +3,230 New
WI
1374
WrapManager Inc
California
$248K +$232K +3,227 New
FTWA
1375
Fifth Third Wealth Advisors
Ohio
$246K +$230K +3,200 New
53 54
55
56 57