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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1851
Addison Advisors
Vermont
$63K +$60.3K +927 New
HFA
1852
HC Financial Advisors
California
$61K +$25.7K +395 +79%
APWA
1853
Atlas Private Wealth Advisors
New Jersey
$61K +$35.8K +550 +159%
BWM
1854
Birchcreek Wealth Management
Ohio
$61K +$58.5K +900 New
BFC
1855
Bedel Financial Consulting
Indiana
$59K +$6.5K +100 +13%
LFG
1856
Larson Financial Group
Missouri
$59K +$7.42K +114 +15%
PGAM
1857
Princeton Global Asset Management
New Jersey
$59K +$49.4K +759 +690%
NIM
1858
NuWave Investment Management
New Jersey
$57K -$222K -3,415 -80%
IFAM
1859
Institutional & Family Asset Management
Colorado
$57K +$29.3K +450 +118%
LWANC
1860
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K +$390 +6 +0.7%
WOC
1861
West Oak Capital
California
$54K -$26K -400 -33%
BDS
1862
Banco de Sabadell
Florida
$53K -$32.5K -500 -39%
SLF
1863
Sun Life Financial
Ontario, Canada
$53K -$715 -11 -1%
FFC
1864
First Financial Corp
Indiana
$53K – – –
TFO
1865
Tarbox Family Office
California
$51K +$12.4K +191 +34%
CTFG
1866
Capstone Triton Financial Group
Oklahoma
$51K +$48.7K +748 New
PO
1867
Private Ocean
California
$50K – – –
LS
1868
Leelyn Smith
Illinois
$49K -$11.1K -170 -19%
BCA
1869
Bray Capital Advisors
Florida
$49K – – –
TIM
1870
Tortoise Investment Management
New York
$49K – – –
SAM
1871
S.A. Mason
Michigan
$49K +$46.2K +711 New
MIHAS
1872
Maj Invest Holding A/S
Denmark
$48K – – –
PCC
1873
Park Circle Company
Maryland
$48K – – –
LWP
1874
Laurel Wealth Planning
Minnesota
$48K +$46.2K +710 New
MWC
1875
MBM Wealth Consultants
Missouri
$45K -$19.5K -300 -31%
73 74
75
76 77