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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1601
Clearstead Trust
Maine
$52K -$52.1K -844 -47%
KLWA
1602
Kelly Lawrence W & Associates
California
$50K -$60.5K -981 -51%
VCM
1603
Versant Capital Management
Arizona
$48K -$33.1K -537 -37%
AIM
1604
Arcadia Investment Management
Michigan
$47K – – –
HL
1605
Harding Loevner
New Jersey
$47K – – –
NCM
1606
Next Capital Management
New York
$46K – – –
RFWA
1607
RPg Family Wealth Advisory
Massachusetts
$45.1K +$28.7K +465 +125%
CAW
1608
Cornerstone Advisors (Washington)
Washington
$44K -$21.1K -342 -30%
CFG
1609
CKW Financial Group
Hawaii
$43K – – –
GCM
1610
Gables Capital Management
Florida
$41K -$1.11K -18 -2%
ST
1611
Somerset Trust
Pennsylvania
$41K +$28.3K +458 +153%
CA
1612
Crewe Advisors
Utah
$40K +$33K +535 +255%
WPA
1613
West Paces Advisors
Georgia
$39.9K -$1.73K -28 -4%
CAC
1614
Certified Advisory Corp
Florida
$38K +$3.89K +63 +10%
TIM
1615
Tortoise Investment Management
New York
$38K +$4.69K +76 +12%
AC
1616
Avestar Capital
New York
$37K -$13.3K -216 -23%
SIS
1617
Sound Income Strategies
Florida
$37K – – –
JIP
1618
JBJ Investment Partners
South Carolina
$37K +$42.3K +686 New
PCM
1619
Penserra Capital Management
California
$37K +$43K +696 New
MA
1620
MCF Advisors
Kentucky
$36K -$9.26K -150 -18%
KFS
1621
Kelly Financial Services
Massachusetts
$36K +$41.2K +668 New
GI
1622
Gradient Investments
Minnesota
$33K -$6.81M -110,317 -99%
ST
1623
Sageworth Trust
Pennsylvania
$33K -$100K -1,621 -72%
BWA
1624
Burt Wealth Advisors
Maryland
$33K – – –
GWMIA
1625
Global Wealth Management Investment Advisory
Florida
$33K +$6.11K +99 +20%
63 64
65
66 67