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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2051
Apella Capital
Connecticut
$589K +$11.8K +242 +2%
CFS
2052
CRA Financial Services
New Jersey
$589K -$36.4K -749 -6%
GG
2053
Greenwood Gearhart
Arkansas
$589K -$8.27K -170 -2%
FA
2054
Fiduciary Alliance
South Carolina
$587K +$69.3K +1,425 +15%
JWBC
2055
J.W. Burns & Co
New York
$587K – – –
TWA
2056
TCI Wealth Advisors
Arizona
$586K +$7.44K +153 +1%
CBA
2057
Coastal Bridge Advisors
Connecticut
$586K -$4.47K -92 -0.8%
OWA
2058
Opal Wealth Advisors
New York
$585K -$17.4K -357 -3%
AAM
2059
Aureus Asset Management
Massachusetts
$585K -$41.3K -850 -7%
WF
2060
Wayfinding Financial
Washington
$583K -$3.26K -67 -0.6%
KFS
2061
Kurt F. Somerville
$581K +$1.26K +26 +0.2%
WAL
2062
W Advisors LLC
Tennessee
$579K +$7.25K +149 +1%
ME
2063
McIlrath & Eck
Washington
$579K -$24.8K -509 -4%
SFC
2064
Swisher Financial Concepts
Ohio
$579K -$21.8K -449 -4%
HBW
2065
Hazlett, Burt & Watson
West Virginia
$579K -$2.19K -45 -0.4%
WCM
2066
Windsor Capital Management
Arizona
$578K -$19.9K -409 -4%
PIA
2067
Powell Investment Advisors
Florida
$578K – – –
VCM
2068
Vivaldi Capital Management
Illinois
$577K -$10.5K -216 -2%
HI
2069
Harper Investing
California
$576K +$527K +10,830 New
DSC
2070
Duncker Streett & Co
Missouri
$575K -$101K -2,086 -16%
AA
2071
Alta Advisers
United Kingdom
$575K – – –
MSA
2072
Marino Stram & Associates
Massachusetts
$575K +$778 +16 +0.1%
FBB
2073
Fulton Breakefield Broenniman
Maryland
$574K -$19.5K -400 -4%
SWM
2074
Seed Wealth Management
Illinois
$574K – – –
MA
2075
MJP Associates
Connecticut
$574K +$72.2K +1,485 +16%
81 82
83
84 85