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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1801
West Branch Capital
Massachusetts
$171K +$173K +1,000 New
SVCP
1802
Silicon Valley Capital Partners
California
$169K – – –
FNWM
1803
Financial Network Wealth Management
Utah
$169K +$172K +994 New
TFGT
1804
TS Financial Group (TSFG)
Illinois
$168K +$69.4K +401 +69%
AIM
1805
Arcadia Investment Management
Michigan
$162K – – –
AAP
1806
Arax Advisory Partners
Colorado
$162K -$56.1K -324 -25%
CCAM
1807
Cascades Capital Asset Management
North Carolina
$162K +$164K +948 New
WBWA
1808
William B. Walkup & Associates
South Carolina
$161K +$11.8K +68 +8%
BAM
1809
Bellevue Asset Management
Washington
$161K -$10.6K -61 -6%
PWMG
1810
Prestige Wealth Management Group
New Jersey
$161K -$13.8K -80 -8%
AAG
1811
Armstrong Advisory Group
Massachusetts
$160K – – –
CVM
1812
Cheviot Value Management
California
$158K +$146K +846 New
MHR
1813
Matthew Hamilton Rosenberg
$156K – – –
CTA
1814
Colonial Trust Advisors
South Carolina
$156K -$26K -150 -14%
SCM
1815
Silvant Capital Management
Georgia
$154K – – –
OP
1816
ORG Partners
Indiana
$152K +$84.5K +488 +120%
OCM
1817
Orion Capital Management
California
$151K +$133K +770 +653%
FWM
1818
FSA Wealth Management
Massachusetts
$151K +$47.9K +277 +45%
IRAG
1819
Investment Research & Advisory Group
Georgia
$151K – – –
GFL
1820
Granite FO LLC
New Hampshire
$151K – – –
NC
1821
North Capital
Utah
$150K +$152K +878 New
RFA
1822
Register Financial Advisors
Georgia
$149K – – –
TIM
1823
Tortoise Investment Management
New York
$149K – – –
CLOS
1824
Compagnie Lombard Odier SCmA
Switzerland
$148K +$151K +870 New
PWMG
1825
Private Wealth Management Group
New Jersey
$141K +$6.92K +40 +5%
71 72
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74 75