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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2051
Princeton Global Asset Management
New Jersey
$168K -$72.2K -382 -32%
GKIM
2052
GW&K Investment Management
Massachusetts
$167K +$18.7K +99 +14%
T
2053
Transce3nd
Texas
$166K -$2.83K -15 -2%
FMP
2054
Financial Management Professionals
Texas
$166K +$23.8K +126 +19%
RFA
2055
Register Financial Advisors
Georgia
$162K -$18.9K -100 -11%
SA
2056
Scarborough Advisors
Maryland
$162K +$146K +775 New
FCT
2057
First Community Trust
Iowa
$162K – – –
FPF
2058
First Pacific Financial
Washington
$162K -$2.64K -14 -2%
BOJHT
2059
Bank of Jackson Hole Trust
Wyoming
$160K +$60.1K +318 +71%
KFI
2060
Key Financial Inc
Pennsylvania
$159K -$551K -2,916 -79%
VWM
2061
Vermillion Wealth Management
Minnesota
$153K -$158K -835 -53%
CAC
2062
Core Alternative Capital
Georgia
$153K -$271K -1,436 -66%
BHWM
2063
Beaird Harris Wealth Management
Texas
$150K +$94.8K +502 +233%
ABWM
2064
Alpine Bank Wealth Management
Colorado
$150K +$24K +127 +22%
TPWA
2065
Twin Peaks Wealth Advisors
California
$150K +$122K +645 New
CFS
2066
CGC Financial Services
Oregon
$148K – – –
CB
2067
Community Bank
New York
$147K – – –
FFWM
2068
Future Financial Wealth Management
Ohio
$147K +$18.9K +100 +17%
GWM
2069
Gitterman Wealth Management
New Jersey
$145K +$131K +691 New
FWA
2070
Flagship Wealth Advisors
Massachusetts
$141K – – –
PWMG
2071
Private Wealth Management Group
New Jersey
$141K -$29.3K -155 -19%
OWP
2072
ORG Wealth Partners
Texas
$141K -$189 -1 -0.1%
SHIM
2073
Stone House Investment Management
Pennsylvania
$140K +$13.8K +73 +12%
AEPWM
2074
Atlantic Edge Private Wealth Management
Florida
$139K – – –
SIC
2075
Salem Investment Counselors
North Carolina
$137K -$22.3K -118 -15%
81 82
83
84 85