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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1626
Addison Advisors
Vermont
$160K +$22.5K +359 +15%
GFPC
1627
Global Financial Private Client
Florida
$160K -$19.7K -315 -10%
HWA
1628
Heritage Wealth Advisors
Virginia
$159K -$13.8K -220 -8%
PFSC
1629
Peoples Financial Services Corp
Pennsylvania
$159K -$222K -3,553 -57%
LFA
1630
Laraway Financial Advisors
Minnesota
$158K +$3.13K +50 +2%
CHA
1631
Carmichael Hill & Associates
Maryland
$154K – – –
DIP
1632
DT Investment Partners
Pennsylvania
$152K – – –
DWS
1633
Dynamic Wealth Strategies
California
$152K +$7.19K +115 +5%
SWA
1634
SOA Wealth Advisors
New York
$152K +$813 +13 +0.5%
SSG
1635
Summit Securities Group
New York
$150K +$159K +2,536 New
HIA
1636
Harbor Investment Advisory
Maryland
$146K -$23.8K -380 -13%
CSC
1637
Caldwell Sutter Capital
California
$146K +$4.82K +77 +3%
LJHT
1638
Laurie J. Hall Trustee
$146K -$3.62M -57,830 -96%
EWM
1639
Evermay Wealth Management
Virginia
$146K -$7.82K -125 -5%
CIR
1640
Clear Investment Research
Georgia
$144K -$1.13K -18 -0.7%
TIM
1641
Tortoise Investment Management
New York
$143K +$751 +12 +0.5%
LB
1642
Legacy Bridge
Iowa
$140K – – –
HBW
1643
Hazlett, Burt & Watson
West Virginia
$139K -$150K -2,401 -51%
UIA
1644
Ulland Investment Advisors
Minnesota
$139K +$46.9K +750 +47%
ADL
1645
Asset Dedication LLC
California
$137K -$1.38M -22,029 -90%
CA
1646
Continuum Advisory
Idaho
$137K -$2.53M -40,369 -95%
SIS
1647
Sound Income Strategies
Florida
$132K -$31.6K -505 -18%
ANBT
1648
American National Bank & Trust
Texas
$131K +$3.5K +56 +3%
CA
1649
Centerpoint Advisors
Massachusetts
$130K -$8.95K -143 -6%
HFS
1650
Hantz Financial Services
Michigan
$126K +$1.69K +27 +1%
64 65
66
67 68