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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
S.A. Mason
Michigan
$67K – – –
SIM
1102
Sonora Investment Management
Arizona
$66K -$699K -18,452 -90%
HFRG
1103
Houlihan Financial Resource Group
Virginia
$66K +$71.1K +1,876 New
GC
1104
Grace Capital
Massachusetts
$65K -$102K -2,700 -57%
TCM
1105
Tradewinds Capital Management
Washington
$65K – – –
CYG
1106
Clean Yield Group
Vermont
$63K +$7.2K +190 +11%
QCG
1107
Quadrant Capital Group
Ohio
$60K -$62.2K -1,642 -47%
BWM
1108
Baystate Wealth Management
Massachusetts
$60K +$15.8K +416 +30%
SWM
1109
Sugarloaf Wealth Management
Georgia
$59K -$20.2K -532 -23%
WAS
1110
Winch Advisory Services
Wisconsin
$59K +$303 +8 +0.5%
FPB
1111
First PREMIER Bank
South Dakota
$58K – – –
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
PB
1113
Pinnacle Bancorp
Nebraska
$57K -$23.2K -611 -26%
JFA
1114
JNBA Financial Advisors
Minnesota
$55K – – –
MLFP
1115
MPS Loria Financial Planners
Illinois
$55K – – –
GAM
1116
Gemmer Asset Management
California
$55K +$720 +19 +1%
EWM
1117
Endurance Wealth Management
Rhode Island
$53K – – –
RIM
1118
Rockbridge Investment Management
New York
$53K +$51.3K +1,355 +498%
GEA
1119
Glen Eagle Advisors
New Jersey
$52.4K -$40.6K -1,071 -40%
HR
1120
Howe & Rusling
New York
$49K -$1.12M -29,515 -95%
KFA
1121
Kelleher Financial Advisors
New York
$49K – – –
TFGT
1122
TS Financial Group (TSFG)
Illinois
$49K – – –
JWM
1123
Janiczek Wealth Management
Colorado
$49K +$11.5K +304 +26%
EAM
1124
Evanson Asset Management
California
$48K +$6.71K +177 +14%
AWA
1125
Arkadios Wealth Advisors
Georgia
$48K +$1.93K +51 +4%
43 44
45
46 47