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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1301
First National Bank & Trust Co of Newtown
Pennsylvania
$750K – – –
NME
1302
Notis-McConarty Edward
$746K -$704K -9,211 -50%
DWP
1303
Destiny Wealth Partners
Florida
$744K – – –
CC
1304
Copperleaf Capital
North Carolina
$742K +$4.13K +54 +0.6%
JSC
1305
Jackson Square Capital
California
$740K -$92.6K -1,212 -12%
FWM
1306
Forza Wealth Management
Florida
$740K -$15.3K -200 -2%
KAS
1307
KPP Advisory Services
Kentucky
$737K +$39K +511 +6%
DLHL
1308
Donald L. Hagan LLC
Florida
$734K -$19.4K -254 -3%
NP
1309
Nilsine Partners
Colorado
$734K +$58.8K +770 +9%
CA
1310
Claro Advisors
Massachusetts
$732K +$76.4K +1,000 +12%
CAAS
1311
Capital Asset Advisory Services
Michigan
$729K -$13K -170 -2%
BA
1312
Bristlecone Advisors
Washington
$727K -$120K -1,565 -15%
EAM
1313
Empirical Asset Management
Massachusetts
$726K +$556K +7,285 +178%
CPW
1314
Cove Private Wealth
New York
$726K – – –
IAS
1315
Insigneo Advisory Services
Florida
$724K +$2.9K +38 +0.4%
ETC
1316
Exchange Traded Concepts
Oklahoma
$722K +$574K +7,513 +490%
LFM
1317
LGT Fund Management
Liechtenstein
$718K – – –
FCH
1318
Freestone Capital Holdings
Washington
$718K -$23.8K -312 -3%
VIM
1319
Vista Investment Management
Pennsylvania
$717K -$197K -2,578 -22%
DWA
1320
Delap Wealth Advisory
Oregon
$717K +$687K +8,993 New
CWM
1321
Concentric Wealth Management
California
$716K +$1.45K +19 +0.2%
RIA
1322
Realta Investment Advisors
Delaware
$714K -$21.2K -278 -3%
QWM
1323
Quadcap Wealth Management
Texas
$713K +$72K +942 +12%
PP
1324
Patten & Patten
Tennessee
$712K -$9.24K -121 -1%
MAM
1325
Meeder Asset Management
Ohio
$708K -$6.76M -88,442 -91%
51 52
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