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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1076
Valeo Financial Advisors
Indiana
$304K -$44.2K -232 -12%
MWM
1077
Mission Wealth Management
California
$304K +$312K +1,639 New
PP
1078
PagnatoKarp Partners
Virginia
$298K +$95.3K +500 +45%
SXL
1079
Summit X LLC
Missouri
$298K +$305K +1,601 New
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$294K +$1.14K +6 +0.4%
SKK
1081
Shepherd Kaplan Krochuk
Massachusetts
$293K – – –
WVP
1082
Worth Venture Partners
New Jersey
$290K -$66.7K -350 -18%
PWAP
1083
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$290K -$38.3K -201 -11%
BCM
1084
Brookstone Capital Management
Illinois
$290K +$23.6K +124 +9%
ACA
1085
Anchor Capital Advisors
Massachusetts
$289K +$297K +1,560 New
FM
1086
Family Management
New York
$287K -$30.5K -160 -9%
ST
1087
Smithfield Trust
Pennsylvania
$287K -$3.81K -20 -1%
CCA
1088
Clearwater Capital Advisors
Illinois
$287K – – –
FPFS
1089
First Personal Financial Services
North Carolina
$283K -$14.2M -74,323 -98%
CA
1090
Cynosure Advisors
Utah
$283K – – –
SG
1091
StoneX Group
New York
$278K -$3.24K -17 -1%
ACM
1092
Ashford Capital Management
Delaware
$278K – – –
LNB
1093
Ledyard National Bank
$278K – – –
F
1094
Filament
Washington
$278K +$286K +1,500 New
AP
1095
Advisor Partners
California
$275K -$33.9K -178 -11%
CFA
1096
Carroll Financial Associates
North Carolina
$274K – – –
CIC
1097
Carnegie Investment Counsel
Ohio
$265K +$10.5K +55 +4%
GEA
1098
Glen Eagle Advisors
New Jersey
$265K +$43.8K +230 +19%
RIA
1099
Regal Investment Advisors
Michigan
$262K -$388K -2,038 -59%
UOC
1100
UBS O'Connor
Illinois
$261K -$12M -62,849 -98%
42 43
44
45 46