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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2176
Marino Stram & Associates
Massachusetts
$565K +$16.6K +293 +3%
GWA
2177
GGM Wealth Advisors
Maryland
$565K +$361K +6,384 +141%
FANJ
2178
Financial Architects (New Jersey)
New Jersey
$564K +$12.9K +228 +2%
PIMG
2179
Patriot Investment Management Group
Tennessee
$564K +$16.1K +284 +3%
SXL
2180
Summit X LLC
Missouri
$563K -$5.54K -98 -1%
OCG
2181
Opus Capital Group
Ohio
$562K -$283 -5 -0%
GD
2182
Grandfield & Dodd
New York
$560K +$113 +2 +0%
CFS
2183
CRA Financial Services
New Jersey
$560K +$5.09K +90 +0.9%
HFAS
2184
Hummer Financial Advisory Services
Illinois
$559K – – –
ECM
2185
EagleClaw Capital Management
Massachusetts
$558K – – –
GCAC
2186
Guardian Capital Advisors (Canada)
Ontario, Canada
$558K +$5.66K +100 +0.9%
DA
2187
DCF Advisers
Connecticut
$558K +$566K +10,000 New
PTP
2188
Platform Technology Partners
New York
$557K -$226 -4 -0%
PIM
2189
Profit Investment Management
Maryland
$556K – – –
MYLI
2190
Meiji Yasuda Life Insurance
Japan
$555K -$127K -2,241 -18%
SDWMA
2191
Schneider Downs Wealth Management Advisors
Pennsylvania
$554K -$87.2K -1,541 -13%
NLP
2192
Next Level Private
New York
$554K -$4.58K -81 -0.8%
GFP
2193
Gryphon Financial Partners
Ohio
$553K -$4.53K -80 -0.8%
RMAM
2194
Raab & Moskowitz Asset Management
New Jersey
$553K +$2.83K +50 +0.5%
WWA
2195
WC Walker & Associates
California
$553K +$123K +2,182 +26%
AIA
2196
Arbor Investment Advisors
North Carolina
$552K +$396 +7 +0.1%
IP
2197
Ignite Planners
California
$552K +$64.2K +1,135 +12%
PC
2198
Periscope Capital
Ontario, Canada
$552K +$288K +5,084 +105%
TFS
2199
TrustCore Financial Services
Tennessee
$551K +$13.9K +245 +3%
DA
2200
DSC Advisors
Illinois
$551K +$133K +2,359 +31%
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