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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
2051
Valmark Advisers
Ohio
$381K -$6.03K -124 -2%
HFP
2052
Holistic Financial Partners
Indiana
$381K +$12.5K +257 +4%
DCM
2053
Driehaus Capital Management
Illinois
$379K -$12.3K -254 -3%
PEA
2054
Pacific Edge Advisors
California
$379K – – –
MC
2055
Mathes Company
New York
$378K – – –
CA
2056
Centerpoint Advisors
Massachusetts
$377K – – –
RWM
2057
Ritholtz Wealth Management
New York
$377K +$10.1K +207 +3%
GFS
2058
GYL Financial Synergies
Connecticut
$377K +$42.9K +882 +14%
CFS
2059
CRA Financial Services
New Jersey
$375K -$7.72K -159 -2%
GWI
2060
Grace & White Inc
New York
$375K – – –
BMC
2061
Beaton Management Company
Massachusetts
$373K – – –
TWM
2062
Torch Wealth Management
Ohio
$372K -$3.6K -74 -1%
CBA
2063
Coastal Bridge Advisors
Connecticut
$372K +$23.4K +482 +8%
XWM
2064
Xcel Wealth Management
Florida
$365K -$63.8K -1,313 -16%
AFS
2065
Access Financial Services
Minnesota
$365K – – –
PPP
2066
Private Portfolio Partners
New Jersey
$365K +$62.6K +1,288 +24%
SCA
2067
Sage Capital Advisors
South Dakota
$364K – – –
WAM
2068
Wakefield Asset Management
Colorado
$364K +$7.72K +159 +2%
SCG
2069
Sonata Capital Group
Washington
$361K – – –
SFWA
2070
Summit Financial Wealth Advisors
Louisiana
$360K -$57.6K -1,185 -15%
WIA
2071
Westbourne Investment Advisors
Maryland
$360K -$8.5K -175 -3%
AWA
2072
AmeriServ Wealth Advisors
Pennsylvania
$359K -$5.59K -115 -2%
NCM
2073
Northwest Capital Management
Oregon
$359K -$4.37K -90 -1%
FNBSF
2074
First National Bank Sioux Falls
South Dakota
$358K – – –
GLLW
2075
Graves Light Lenhart Wealth
Virginia
$357K -$34.7K -714 -10%
81 82
83
84 85