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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2251
Gateway Advisory
New Jersey
$216K +$202K +2,540 New
PWA
2252
Providence Wealth Advisors
Illinois
$216K +$202K +2,540 New
SSA
2253
South Street Advisors
New York
$215K +$202K +2,540 New
BO
2254
Bach Option
Hong Kong
$214K +$200K +2,520 New
GIM
2255
Groesbeck Investment Management
New Jersey
$214K +$200K +2,520 New
ITIM
2256
Indiana Trust & Investment Management
Indiana
$214K +$200K +2,520 New
OWM
2257
Orgel Wealth Management
Wisconsin
$214K +$200K +2,520 New
FHB
2258
First Hawaiian Bank
Hawaii
$212K -$276K -3,480 -58%
FC
2259
Financial Consulate
Maryland
$211K +$197K +2,480 New
PWA
2260
Peterson Wealth Advisors
Utah
$209K -$208K -2,620 -52%
IF
2261
Ironwood Financial
Arizona
$209K +$19K +240 +11%
GG
2262
Greenwood Gearhart
Arkansas
$209K +$195K +2,460 New
HFA
2263
High Falls Advisors
New York
$207K +$194K +2,440 New
TAM
2264
Trillium Asset Management
Massachusetts
$207K +$194K +2,440 New
AMG
2265
Advisors Management Group
Wisconsin
$206K +$192K +2,420 New
AAM
2266
Auxier Asset Management
Oregon
$206K +$192K +2,420 New
BBA
2267
Braun-Bostich & Associates
Pennsylvania
$204K – – –
CFA
2268
Cahill Financial Advisors
Minnesota
$203K -$41.3K -520 -18%
NB
2269
Northwest Bancshares
Pennsylvania
$201K +$187K +2,360 New
SGS
2270
Sterling Global Strategies
California
$201K +$187K +2,360 New
NC
2271
NewSquare Capital
Pennsylvania
$200K +$160K +2,020 +1,122%
DWA
2272
Divergent Wealth Advisors
Utah
$197K -$12.7K -160 -6%
NPP
2273
New Potomac Partners
Maryland
$195K +$103K +1,300 +130%
RCWMU
2274
Rothschild & Co Wealth Management (UK)
United Kingdom
$187K +$34.9K +440 +25%
PCFFS
2275
Pacific Center for Financial Services
California
$182K – – –
89 90
91
92 93