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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1401
HFM Investment Advisors
New Jersey
$7.9K – – –
SHIM
1402
Stone House Investment Management
Pennsylvania
$7.9K – – –
PWA
1403
Principia Wealth Advisory
Texas
$7.9K +$461 +1 +10%
GCM
1404
Glynn Capital Management
California
$7.9K +$5.07K +11 New
HHGA
1405
Halbert Hargrove Global Advisors
California
$7.19K +$4.61K +10 New
PPA
1406
Painted Porch Advisors
California
$7.18K – – –
TIM
1407
Tortoise Investment Management
New York
$7.18K +$461 +1 +11%
WWA
1408
Wealth Watch Advisors
Colorado
$7.18K +$4.61K +10 New
PAM
1409
Palisade Asset Management
Minnesota
$6.47K +$4.15K +9 New
APW
1410
Atlantic Private Wealth
North Carolina
$6.1K – – –
SIS
1411
Sound Income Strategies
Florida
$6K -$1.38K -3 -23%
FMP
1412
Financial Management Professionals
Texas
$5.75K +$3.69K +8 New
FC
1413
Fairscale Capital
New Hampshire
$5.03K – – –
MSWA
1414
Marshall & Sterling Wealth Advisors
New York
$5.03K – – –
NC
1415
North Capital
Utah
$5.03K +$461 +1 +17%
ADL
1416
Asset Dedication LLC
California
$5.03K +$3.23K +7 New
FFA
1417
Frazier Financial Advisors
Ohio
$5.03K +$3.23K +7 New
GGI
1418
Godsey & Gibb Inc
Virginia
$5.03K +$3.23K +7 New
OAJ
1419
Ogorek Anthony Joseph
New York
$5K – – –
VNA
1420
Valley National Advisers
Pennsylvania
$5K +$3.69K +8 New
QWM
1421
Quaker Wealth Management
New Jersey
$4.31K – – –
BFS
1422
Bare Financial Services
Pennsylvania
$4.31K +$1.38K +3 +100%
SNB
1423
Security National Bank
Nebraska
$4.31K +$2.77K +6 New
CT
1424
Colonial Trust
South Carolina
$4.11K +$922 +2 +50%
ACA
1425
American Capital Advisory
Idaho
$3.59K – – –
55 56
57
58 59