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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2051
CRA Financial Services
New Jersey
$589K -$36.4K -749 -6%
GG
2052
Greenwood Gearhart
Arkansas
$589K -$8.27K -170 -2%
FA
2053
Fiduciary Alliance
South Carolina
$587K +$69.3K +1,425 +15%
JWBC
2054
J.W. Burns & Co
New York
$587K – – –
TWA
2055
TCI Wealth Advisors
Arizona
$586K +$7.44K +153 +1%
CBA
2056
Coastal Bridge Advisors
Connecticut
$586K -$4.47K -92 -0.8%
OWA
2057
Opal Wealth Advisors
New York
$585K -$17.4K -357 -3%
AAM
2058
Aureus Asset Management
Massachusetts
$585K -$41.3K -850 -7%
WF
2059
Wayfinding Financial
Washington
$583K -$3.26K -67 -0.6%
KFS
2060
Kurt F. Somerville
$581K +$1.26K +26 +0.2%
WAL
2061
W Advisors LLC
Tennessee
$579K +$7.25K +149 +1%
ME
2062
McIlrath & Eck
Washington
$579K -$24.8K -509 -4%
SFC
2063
Swisher Financial Concepts
Ohio
$579K -$21.8K -449 -4%
HBW
2064
Hazlett, Burt & Watson
West Virginia
$579K -$2.19K -45 -0.4%
WCM
2065
Windsor Capital Management
Arizona
$578K -$19.9K -409 -4%
PIA
2066
Powell Investment Advisors
Florida
$578K – – –
VCM
2067
Vivaldi Capital Management
Illinois
$577K -$10.5K -216 -2%
HI
2068
Harper Investing
California
$576K +$527K +10,830 New
DSC
2069
Duncker Streett & Co
Missouri
$575K -$101K -2,086 -16%
AA
2070
Alta Advisers
United Kingdom
$575K – – –
MSA
2071
Marino Stram & Associates
Massachusetts
$575K +$778 +16 +0.1%
FBB
2072
Fulton Breakefield Broenniman
Maryland
$574K -$19.5K -400 -4%
SWM
2073
Seed Wealth Management
Illinois
$574K – – –
MA
2074
MJP Associates
Connecticut
$574K +$72.2K +1,485 +16%
BWM
2075
Baron Wealth Management
Michigan
$574K +$230K +4,739 +78%
81 82
83
84 85