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ALV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
301
Center for Financial Planning
Michigan
$7.25K – – –
BIA
302
Bell Investment Advisors
California
$7.25K +$476 +5 +6%
LFG
303
Larson Financial Group
Missouri
$7.22K -$10.4K -109 -57%
HWM
304
Hemington Wealth Management
Virginia
$7K +$1.81K +19 +31%
RCM
305
Raleigh Capital Management
North Carolina
$6.86K +$95 +1 +1%
GBT
306
Grove Bank & Trust
Florida
$6.81K – – –
AA
307
Addison Advisors
Vermont
$6.63K -$2.1K -22 -23%
JWA
308
JFS Wealth Advisors
Pennsylvania
$6.55K -$95 -1 -1%
CT
309
Clearstead Trust
Maine
$5.22K +$5.62K +59 New
PS
310
Principal Securities
Iowa
$5.16K – – –
CAL
311
Capital Analysts LLC
Pennsylvania
$5K – – –
HCP
312
Hexagon Capital Partners
Arkansas
$4.87K -$1.91K -20 -27%
VCM
313
Versant Capital Management
Arizona
$4.69K – – –
AF
314
Allworth Financial
California
$4.61K -$4.67K -49 -49%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$4.51K +$2K +21 +70%
LWANC
316
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.42K – – –
HFS
317
Hantz Financial Services
Michigan
$4K +$4.67K +49 New
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$3.98K +$1.33K +14 +45%
SW
319
SVB Wealth
Massachusetts
$2.74K +$2.95K +31 New
PSFG
320
Park Square Financial Group
Georgia
$2.56K – – –
QC
321
Quent Capital
New York
$2.48K – – –
RWPA
322
Richard W. Paul & Associates
Michigan
$2.39K – – –
PA
323
Pineridge Advisors
Missouri
$2.26K +$95 +1 +4%
PAM
324
Parvin Asset Management
South Dakota
$2.12K +$2.29K +24 New
BHWM
325
Bay Harbor Wealth Management
Maryland
$2.12K +$286 +3 +14%
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