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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1901
Pin Oak Investment Advisors
Texas
$40K +$3.12K +30 +9%
CWM
1902
Compass Wealth Management
Connecticut
$39.3K – – –
JWA
1903
JFS Wealth Advisors
Pennsylvania
$36.7K -$624 -6 -2%
PO
1904
Private Ocean
California
$36.5K +$26K +250 +357%
TAM
1905
Tucker Asset Management
Colorado
$36.3K – – –
OLVIG
1906
Oliver Lagore Vanvalin Investment Group
Michigan
$35.4K -$936 -9 -3%
CHA
1907
Carmichael Hill & Associates
Maryland
$35.2K +$32.1K +309 New
DAC
1908
Dividend Assets Capital
South Carolina
$35K +$32.2K +310 New
MG
1909
MilWealth Group
Wisconsin
$34.2K – – –
PP
1910
PrairieView Partners
Minnesota
$34K – – –
CB
1911
CNB Bank
Pennsylvania
$32.7K -$416 -4 -1%
CCA
1912
Column Capital Advisors
Indiana
$32.1K +$2.18K +21 +8%
EWM
1913
Endurance Wealth Management
Rhode Island
$32K +$18.8K +181 +181%
IFAM
1914
Institutional & Family Asset Management
Colorado
$31.8K -$6.86K -66 -19%
LFA
1915
Level Financial Advisors
New York
$30.3K +$2.08K +20 +8%
WSC
1916
Wellington Shields & Co
New York
$29.3K +$20.8K +200 +351%
KFS
1917
Kelly Financial Services
Massachusetts
$29.2K +$3.22K +31 +14%
RWM
1918
Raffa Wealth Management
District of Columbia
$28.9K +$1.98K +19 +8%
NC
1919
NewSquare Capital
Pennsylvania
$26.9K -$18.8K -181 -43%
CP
1920
Castleview Partners
Texas
$26.7K +$9.36K +90 +63%
PMFA
1921
Plante Moran Financial Advisors
Michigan
$26.3K +$3.22K +31 +16%
AA
1922
AlphaMark Advisors
Kentucky
$26K -$936 -9 -4%
GM
1923
GeoWealth Management
Illinois
$26K +$8.94K +86 +62%
SFG
1924
Steward Financial Group
Texas
$25K +$6.76K +65 +40%
FMTCOCP
1925
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K +$17.5K +168 +336%
75 76
77
78 79