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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1801
Bay Colony Advisors
Massachusetts
$187K +$191K +556 New
M
1802
MOTCO
Texas
$182K – – –
TWMP
1803
Taylor Wealth Management Partners
Massachusetts
$182K – – –
FRA
1804
Front Row Advisors
California
$182K +$11.7K +34 +7%
TDC
1805
Thompson Davis & Co
Virginia
$178K +$105K +305 +135%
PCA
1806
Peddock Capital Advisors
Massachusetts
$176K – – –
PWAG
1807
Polaris Wealth Advisory Group
California
$175K -$1.9M -5,532 -91%
THWM
1808
Taylor Hoffman Wealth Management
Virginia
$172K – – –
GBBWRPM
1809
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$170K -$17.2K -50 -9%
CAL
1810
Capital Advisors Ltd
Ohio
$168K +$344 +1 +0.2%
CFC
1811
Coyle Financial Counsel
Illinois
$165K +$170K +493 New
MS
1812
Marshall & Sullivan
Washington
$163K +$167K +486 New
AC
1813
Avestar Capital
New York
$161K +$142K +414 +545%
NPP
1814
New Potomac Partners
Maryland
$158K – – –
BWL
1815
Bogart Wealth LLC
Virginia
$145K – – –
HA
1816
Hays Advisory
Tennessee
$138K -$196K -569 -58%
CG
1817
Cutler Group
California
$134K -$20.4M -59,229 -99%
LGWM
1818
Litman Gregory Wealth Management
California
$134K – – –
LD
1819
Lipe & Dalton
New York
$132K – – –
AP
1820
Advisors Preferred
Maryland
$127K +$13.8K +40 +12%
JAM
1821
Jolley Asset Management
North Carolina
$126K – – –
IWP
1822
Icon Wealth Partners
Texas
$125K +$129K +374 New
SEIA
1823
Signature Estate & Investment Advisors
California
$118K +$3.78K +11 +3%
CB
1824
CNB Bank
Pennsylvania
$117K +$9.29K +27 +8%
FIA
1825
FNY Investment Advisers
New York
$116K +$119K +347 New
71 72
73
74 75