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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1876
Winch Advisory Services
Wisconsin
$88.3K -$17.3K -100 -16%
GEA
1877
Glen Eagle Advisors
New Jersey
$88.3K +$17.3K +100 +24%
HIIFS
1878
Harel Insurance Investments & Financial Services
Israel
$88K +$81K +468 +996%
MSFP
1879
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
GLF
1880
Groupe la Francaise
France
$86.8K – – –
CFFP
1881
Center for Financial Planning
Michigan
$85.6K -$10.4K -60 -11%
DWA
1882
Dougherty Wealth Advisers
Minnesota
$85.1K – – –
CCM
1883
Cloud Capital Management
Washington
$85K +$87.8K +507 New
QL
1884
Quarry LP
New York
$84.9K -$92.1K -532 -52%
FGA
1885
Fortis Group Advisors
New Jersey
$84.8K – – –
TC
1886
Truvestments Capital
Florida
$84.5K +$14.7K +85 +21%
GCM
1887
GKV Capital Management
California
$83.6K – – –
PAM
1888
Paradigm Asset Management
New York
$81.9K – – –
FDW
1889
Fourth Dimension Wealth
Ohio
$81K +$26K +150 +46%
PCFFS
1890
Pacific Center for Financial Services
California
$80.8K – – –
CWC
1891
Carolinas Wealth Consulting
North Carolina
$80.3K -$865 -5 -1%
FP
1892
Financial Perspectives
Minnesota
$79.1K – – –
PP
1893
PFS Partners
New Jersey
$78.3K – – –
BBPWM
1894
Blue Bell Private Wealth Management
Pennsylvania
$77.9K – – –
FNWA
1895
Financial Network Wealth Advisors
Utah
$77.8K +$13.2K +76 +20%
BOJHT
1896
Bank of Jackson Hole Trust
Wyoming
$77.7K +$14.9K +86 +24%
PAG
1897
Paladin Advisory Group
Iowa
$76.6K -$11.1K -64 -12%
PS
1898
Pinney & Scofield
Massachusetts
$76.6K – – –
DMBA
1899
Deseret Mutual Benefit Administrators
Utah
$76.1K -$5.02K -29 -6%
GA
1900
GoalVest Advisory
New York
$75.2K -$1.56K -9 -2%
74 75
76
77 78