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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1451
Asset Dedication LLC
California
$155K +$8.34K +124 +6%
TL
1452
TrueWealth LLC
Georgia
$154K – – –
PRC
1453
Pearl River Capital
Michigan
$154K +$155K +2,298 New
GAM
1454
GQ Asset Management
New York
$154K +$155K +2,310 New
AWM
1455
Avior Wealth Management
Nebraska
$152K +$404 +6 +0.3%
SCM
1456
Shelton Capital Management
Colorado
$152K -$4.94M -73,467 -88%
AOWM
1457
Alpha Omega Wealth Management
Virginia
$148K – – –
LWS
1458
Lucia Wealth Services
California
$148K +$20.2K +300 +16%
SA
1459
SRH Advisors
Kansas
$146K -$13.3K -198 -8%
KPW
1460
Kore Private Wealth
New York
$146K – – –
HI
1461
Hudock Inc
Pennsylvania
$145K +$135 +2 +0.1%
CF
1462
Centaurus Financial
California
$145K +$11.9K +177 +9%
RIA
1463
Realta Investment Advisors
Delaware
$145K +$147K +2,181 New
CAGAS
1464
Capital Advisory Group Advisory Services
Minnesota
$143K -$43.5K -647 -23%
M
1465
MOTCO
Texas
$143K -$21.5K -320 -13%
FPFS
1466
First Personal Financial Services
North Carolina
$142K -$22.3K -331 -13%
GAM
1467
Gemmer Asset Management
California
$142K +$471 +7 +0.3%
BCA
1468
Berman Capital Advisors
Georgia
$136K -$73.3K -1,089 -35%
NCM
1469
Next Capital Management
New York
$133K – – –
LFA
1470
Legacy Financial Advisors
Kentucky
$130K +$12.2K +182 +10%
SLF
1471
Sun Life Financial
Ontario, Canada
$129K -$85.1K -1,265 -40%
PFGIA
1472
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$26.8K +399 +26%
CCM
1473
Cribstone Capital Management
Maine
$126K – – –
HFM
1474
Harvest Fund Management
China
$125K – – –
KTC
1475
Kistler-Tiffany Companies
Pennsylvania
$124K -$27.4K -408 -18%
57 58
59
60 61