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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1901
Winch Advisory Services
Wisconsin
$109K +$34.8K +222 +56%
CFD
1902
Creative Financial Designs
Indiana
$108K -$34.1K -217 -26%
FWM
1903
FSA Wealth Management
Massachusetts
$108K -$14.3K -91 -13%
FFWM
1904
Future Financial Wealth Management
Ohio
$106K – – –
PCA
1905
PMV Capital Advisers
Texas
$106K +$94.2K +600 New
CAM
1906
Close Asset Management
United Kingdom
$106K – – –
RTC
1907
Riverview Trust Company
Washington
$106K +$40.2K +256 +75%
PA
1908
Pineridge Advisors
Missouri
$104K -$8K -51 -8%
TF
1909
Tompkins Financial
New York
$104K – – –
HGERS
1910
Householder Group Estate & Retirement Specialist
Arizona
$104K -$347K -2,212 -79%
JEST
1911
JTC Employer Solutions Trustee
Jersey
$104K – – –
TFGT
1912
TS Financial Group (TSFG)
Illinois
$103K +$41.3K +263 +82%
ATC
1913
Adirondack Trust Company
New York
$103K -$3.77K -24 -4%
MFC
1914
Mechanics Financial Corp
Ohio
$102K – – –
CCA
1915
Criterion Capital Advisors
Tennessee
$101K – – –
MRP
1916
Measured Risk Portfolios
California
$101K +$89.5K +570 New
SGC
1917
Slocum, Gordon & Co
Rhode Island
$101K +$89.5K +570 New
CFFP
1918
Center for Financial Planning
Michigan
$99.5K +$9.42K +60 +12%
PCWA
1919
Pacific Capital Wealth Advisors
California
$99.1K – – –
EMAM
1920
Encompass More Asset Management
California
$96.8K +$85.8K +547 New
VWM
1921
Valley Wealth Managers
New Jersey
$96.6K – – –
RBC
1922
Roble Belko & Company
Pennsylvania
$92K – – –
PAG
1923
Paladin Advisory Group
Iowa
$90.8K – – –
GWSG
1924
GPS Wealth Strategies Group
Colorado
$90.6K -$2.67K -17 -3%
DWA
1925
Dougherty Wealth Advisers
Minnesota
$88.3K – – –
75 76
77
78 79