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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
826
Teamwork Financial Advisors
Texas
$238K +$221K +1,387 New
RIA
827
Realta Investment Advisors
Delaware
$237K -$27.1K -170 -11%
JIC
828
Joel Isaacson & Co
New York
$232K -$8.76K -55 -4%
CIA
829
Choate Investment Advisors
Massachusetts
$232K – – –
EW
830
Evoke Wealth
California
$232K +$27.1K +170 +14%
CFS
831
CRA Financial Services
New Jersey
$231K +$214K +1,342 New
CCFM
832
Clear Creek Financial Management
Washington
$227K -$14.7K -92 -7%
NFG
833
Nations Financial Group
Iowa
$227K – – –
RBFC
834
Roman Butler Fullerton & Co
Missouri
$227K +$210K +1,319 New
SCM
835
Spreng Capital Management
Ohio
$226K -$194K -1,217 -48%
EWA
836
Evolution Wealth Advisors
Florida
$226K – – –
BS
837
Boenning & Scattergood
Pennsylvania
$226K +$15.3K +96 +8%
EWM
838
Empirical Wealth Management
Washington
$226K +$209K +1,315 New
ML
839
McAdam LLC
Pennsylvania
$226K +$210K +1,316 New
BFIM
840
Beese Fulmer Investment Management
Ohio
$225K +$209K +1,311 New
QPW
841
Quantum Private Wealth
Florida
$224K +$208K +1,305 New
FCM
842
Fortis Capital Management
Washington
$220K +$204K +1,279 New
BSW
843
Buckingham Strategic Wealth
Missouri
$219K -$149K -935 -42%
CCM
844
Coldstream Capital Management
Washington
$217K -$34.6K -217 -15%
CB
845
CNB Bank
Pennsylvania
$215K +$17.5K +110 +10%
LDFR
846
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$199K +1,250 New
SGA
847
Seaport Global Advisors
Massachusetts
$210K -$210K -1,319 -52%
DP
848
DDD Partners
Washington
$210K +$195K +1,223 New
ECM
849
Evergreen Capital Management
Washington
$209K +$194K +1,215 New
LFAS
850
Level Four Advisory Services
Texas
$209K +$194K +1,215 New
32 33
34
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