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Name Holding Trade Value Shares
Change 		Change in
Stake
GXMC
1301
Global X Management Company
New York
$680K -$75K -277 -11%
WA
1302
Winfield Associates
Ohio
$679K – – –
PFO
1303
Pathstone Family Office
New Jersey
$678K – – –
PFM
1304
Parsec Financial Management
North Carolina
$672K +$8.12K +30 +1%
RP
1305
Rowlandmiller & Partners
Georgia
$672K -$13.5K -50 -2%
OIA
1306
OneDigital Investment Advisors
Kansas
$670K +$242K +893 +65%
SWMG
1307
Signature Wealth Management Group
Georgia
$668K +$613K +2,265 New
VNA
1308
VNBTrust National Association
Virginia
$667K – – –
CIAS
1309
Capital Investment Advisory Services
North Carolina
$665K -$26.5K -98 -4%
CS
1310
Cannell & Spears
New York
$664K – – –
SC
1311
Scholtz & Company
Connecticut
$664K – – –
DI
1312
Diligent Investors
California
$660K – – –
DWM
1313
Doyle Wealth Management
Florida
$659K -$2.44K -9 -0.4%
CAG
1314
Csenge Advisory Group
Florida
$658K -$25.7K -95 -4%
GIM
1315
Guild Investment Management
California
$658K +$73.1K +270 +14%
IFS
1316
Ifrah Financial Services
Arkansas
$657K +$1.35K +5 +0.2%
MFS
1317
McNamara Financial Services
Massachusetts
$656K +$3.25K +12 +0.5%
TC
1318
Trust Company
Kansas
$656K +$29.8K +110 +5%
AF
1319
Aldebaran Financial
$650K – – –
BFO
1320
Boston Family Office
Massachusetts
$649K -$18.9K -70 -3%
DC
1321
DeDora Capital
California
$648K +$595K +2,197 New
HCM
1322
Hudson Capital Management
New Jersey
$647K +$594K +2,193 New
KWMG
1323
King Wealth Management Group
Florida
$644K +$84.2K +311 +17%
WOC
1324
West Oak Capital
California
$641K -$4.06K -15 -0.7%
AB
1325
Atlas Brown
Kentucky
$641K – – –
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