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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1001
McIlrath & Eck
Washington
$98K -$21.7K -555 -21%
NF
1002
Napier Financial
Massachusetts
$97.5K +$81.3K +2,075 New
ITIM
1003
Indiana Trust & Investment Management
Indiana
$95.6K – – –
TCM
1004
Tradewinds Capital Management
Washington
$95.3K +$274 +7 +0.3%
WA
1005
Whipplewood Advisors
Colorado
$94.4K +$33.1K +846 +73%
NECFA
1006
New England Capital Financial Advisors
Connecticut
$94.1K – – –
CI
1007
CX Institutional
Indiana
$91K -$27.8K -710 -27%
SIS
1008
Strategic Investment Solutions
Illinois
$90K +$219K +5,595 +295%
OCWP
1009
Owl Creek Wealth Partners
Colorado
$87.6K +$73K +1,863 New
ST
1010
Smithfield Trust
Pennsylvania
$86K – – –
TPWA
1011
Twin Peaks Wealth Advisors
California
$85.6K +$71.4K +1,822 New
GBT
1012
Grove Bank & Trust
Florida
$85.5K +$823 +21 +1%
AG
1013
AmeriFlex Group
Nevada
$85.5K +$392 +10 +0.6%
VNA
1014
Valley National Advisers
Pennsylvania
$83K -$3.92K -100 -5%
JAM
1015
JCIC Asset Management
Ontario, Canada
$83K +$1.96K +50 +3%
FC
1016
Fairscale Capital
New Hampshire
$80.8K – – –
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$80K – – –
SWP
1018
Strategic Wealth Partners
Ohio
$78.5K – – –
TWM
1019
Tripletail Wealth Management
Florida
$76K -$9.01K -230 -12%
BC
1020
Barrett & Company
Rhode Island
$75.9K +$39 +1 +0.1%
GSWM
1021
Golden State Wealth Management
California
$75.8K +$666 +17 +1%
WBC
1022
West Branch Capital
Massachusetts
$75.2K – – –
EDRH
1023
Edmond de Rothschild Holding
Switzerland
$75.2K – – –
OWP
1024
ORG Wealth Partners
Texas
$72.7K +$60.6K +1,546 New
GAA
1025
Global Assets Advisory
Florida
$72.2K +$60.2K +1,536 New
39 40
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