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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.4K -$84.7K -657 -87%
EWM
1027
Evermay Wealth Management
Virginia
$14.3K +$516 +4 +4%
MCM
1028
MidAtlantic Capital Management
Virginia
$14K +$13.3K +103 New
TFGT
1029
TS Financial Group (TSFG)
Illinois
$14K -$21.1K -164 -62%
PWMG
1030
Provence Wealth Management Group
California
$13.9K – – –
AP
1031
Atwood & Palmer
Missouri
$13.6K -$258 -2 -2%
AA
1032
Addison Advisors
Vermont
$13.6K – – –
HWA
1033
Heritage Wealth Advisors
Virginia
$13.6K – – –
LFA
1034
Legend Financial Advisors
Pennsylvania
$13.6K – – –
MFT
1035
Moisand Fitzgerald Tamayo
Florida
$13.6K – – –
NBT
1036
Northwest Bank & Trust
Iowa
$13.6K +$12.9K +100 New
OSNBOA
1037
Old Second National Bank of Aurora
Illinois
$13.6K +$12.9K +100 New
SWC
1038
Spectrum Wealth Counsel
Indiana
$13.6K +$12.9K +100 New
CIA
1039
Cape Investment Advisory
Georgia
$13.5K – – –
ZB
1040
Zions Bancorporation
Utah
$13.5K +$5.8K +45 +83%
CYG
1041
Clean Yield Group
Vermont
$13.1K -$258 -2 -2%
AWM
1042
Activest Wealth Management
Florida
$13.1K – – –
ME
1043
McIlrath & Eck
Washington
$12.8K – – –
PMFA
1044
Plante Moran Financial Advisors
Michigan
$12.3K +$11K +85 +1,700%
S
1045
Sachetta
Massachusetts
$11.2K +$10.6K +82 New
CSB
1046
City State Bank
Iowa
$11K – – –
GWSA
1047
Global Wealth Strategies & Associates
Colorado
$10.9K – – –
AT
1048
Avalon Trust
New Mexico
$10.2K – – –
ACA
1049
American Capital Advisory
Idaho
$10.2K +$9.67K +75 New
FFA
1050
Fairfield Financial Advisors
Massachusetts
$9.12K – – –
40 41
42
43 44