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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Accurate Wealth Management
Florida
$2.82M -$74.5K -1,210 -2%
LWCFA
1227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M +$43.2K +702 +1%
PWS
1228
Peloton Wealth Strategists
Indiana
$2.8M -$58.5K -950 -2%
UF
1229
Univest Financial
Pennsylvania
$2.8M -$665K -10,806 -19%
CT
1230
Chicago Trust
Illinois
$2.8M +$318K +5,164 +13%
AAM
1231
Auxier Asset Management
Oregon
$2.78M -$11.9K -193 -0.4%
CA
1232
CGN Advisors
Kansas
$2.78M -$513K -8,333 -16%
VFM
1233
Viking Fund Management
North Dakota
$2.78M – – –
WAM
1234
Wolverine Asset Management
Illinois
$2.76M +$2.76M +44,767 New
SAM
1235
Smartleaf Asset Management
Massachusetts
$2.74M +$45.3K +736 +2%
BDS
1236
Banco de Sabadell
Florida
$2.74M +$126K +2,052 +5%
JFG
1237
Jefferies Financial Group
New York
$2.74M -$39.7M -645,265 -94%
HAC
1238
Harbor Advisory Corp
New Hampshire
$2.73M -$12.3K -200 -0.4%
RA
1239
Ransom Advisory
Rhode Island
$2.73M -$58.5K -950 -2%
EM
1240
Excalibur Management
Massachusetts
$2.73M +$23.8K +387 +0.9%
SVWAG
1241
Sound View Wealth Advisors Group
Georgia
$2.73M -$43K -698 -2%
CAM
1242
Councilmark Asset Management
Tennessee
$2.72M – – –
ECM
1243
Element Capital Management
New York
$2.72M +$2.72M +44,131 New
NW
1244
Naviter Wealth
Arkansas
$2.71M +$17.4K +283 +0.6%
GS
1245
GTS Securities
Florida
$2.7M +$22.5K +366 +0.8%
CAS
1246
Coppell Advisory Solutions
Texas
$2.7M +$2.65M +43,058 +1,055%
FFG
1247
Fortem Financial Group
California
$2.7M -$621K -10,081 -19%
IP
1248
Intellectus Partners
California
$2.7M -$65.8K -1,069 -2%
OAM
1249
Oak Asset Management
California
$2.69M -$5.23K -85 -0.2%
UFF
1250
USA Financial Formulas
Michigan
$2.69M +$1.23M +19,949 +85%
48 49
50
51 52